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8425 Pulsar Place
Suite 450
Columbus OH 43240
614.785.6600

Surprise! You’ve Got Money! When the Unexpected Becomes Reality Don't Myth Out on Whole Life RE: Retirement

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.

 

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Thanks Mom

Thanks Mom

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When Life Insurance Becomes Taxable

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A Penny Saved is Two Pennies Earned

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Gap Insurance for Leased Cars

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An Overview of Renter’s Insurance

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How Much Home Can I Afford?

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator compares the financial impact of leasing versus buying an automobile.

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This calculator can help you estimate how much you may need to save for retirement.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Saving for College 101

Here’s a crash course on saving for college.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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