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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
What Do Fine Wine and Financial Planning Have in Common?
Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right?
Gifting of A Stronger Financial Future
Here’s a gift idea that can help create a stronger financial future for your child or grandchild.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Even if you’re young and single, you should still consider protecting yourself.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Understanding the economy's cycles can help put current business conditions in better perspective.
This checklist can give you a quick snapshot of how prepared you are.
The item most homeowners forget on their home improvement project checklist is insurance.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a crash course on saving for college.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.