100 Old Wilson Bridge Road
Suite 214
Worthington, OH 43085

Retirement & Wealth Planning, Inc.

614.785.6600

 
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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. 

 

Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

 

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for Retirement

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

Should I Buy or Lease an Auto?

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

Inflation & Retirement

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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

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Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

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