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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Five phases to changing unhealthy behaviors.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
All about how missing the best market days (or the worst!) might affect your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
What if instead of buying that vacation home, you invested the money?
It's easy to let investments accumulate like old receipts in a junk drawer.
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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.