Our name and emails have changed, but we're still us.
Boord & Associates, LLC has officially become Retirement & Wealth Planning, Inc., and although our name and email addresses have changed, our team, our location and our commitment to our clients all remain the same, (and our old emails addresses will continue to work as well).
Thank you for your support during this transition and we look forward to serving you as Retirement & Wealth Planning, Inc..
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. Working with Jacob, Haxton & Boord, LLC,* we help design, administer, fund, communicate and manage retirement and other benefits plans for our clients.
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.
*Jacob, Haxton, and Boord is not an affiliate or subsidiary of PAS or Guardian.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Six overlooked tax deductions to help manage your tax bill.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Tips on insuring your teen driver.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are hundreds of ETFs available. Should you invest in them?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?