Retirement & Wealth Planning, Inc., is a professional retirement planning, business planning, individual financial services and estate planning firm.
For our business clients, we specialize in offering qualified and non-qualified retirement plans, buy-sell planning and business succession planning.
We work with clients to help them offer better retirements to their employees and to help accumulate wealth for the owners.
We develop client relationships. In addition to offering retirement and business planning to our clients, we offer a variety of insurance and investment products, and other supplemental services associated with our core retirement planning practice.
We work with your other selected advisors to present coordinated strategies and programs which may help you better achieve your stated objectives.
Our intent is to provide a clear explanation of our services, charges, responsibilities and expectations. We support open disclosure of philosophy, compensation, education, experience, and other qualifications. We want to help you be better informed as you work through this important area. Suggestions, input, and pertinent comments are graciously received.
Helpful Content
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Infographic: 2019 Taxes by the Numbers
Here are the official tax numbers for 2019.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Infographic: Women Are Financially Savvy
Women are financially savvy. Yet, there are still unique challenges working against women in retirement.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.