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8425 Pulsar Place
Suite 450
Columbus OH 43240
614.785.6600

The Independence of Financial and Emotional Well-Being Preparing For the Ultimate Vacation Understanding Dividends Don't Buy The Hype

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.

 

Helpful Content

Your Financial Family Tree

Your Financial Family Tree

What lessons can you learn from your family members, and what can they learn from you?

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Infographic: Whole Life Insurance Can Be an Essential Piece

You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.

How to Cut Your Expenses

Living with confidence means living within your means. managers.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Buy or Lease an Auto?

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

Saving for Retirement

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

Inflation & Retirement

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

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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.

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

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