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8425 Pulsar Place
Suite 450
Columbus OH 43240
614.785.6600

Retirement and Quality of Life Behavioral Finance Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World

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

Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

5 Reasons Why Financial Spring Cleaning Should Always Be In

5 Reasons Why Financial Spring Cleaning Should Always Be In

Financial spring cleaning is an important part of being fiscally fit, but don’t limit yourself to clearing the financial clutter during a specific season: Financial spring cleaning should always be in season, keeping you focused on your short-term and long-term money goals.

Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

 

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Term to Perm Life Insurance Conversion Tips

There are many types of life insurance policies that can help protect you and your family. Term life insurance can be an attractive choice for millennials who are...

Hindsight 2020: Should You Join The Great Resignation?

Since the start of the Covid-19 pandemic, it’s been a rollercoaster ride for Americans.

Business Owner’s Guide to the New Normal

What’s your most pressing priority right now? This interactive guide will walk you through the process of assessing your business priorities and provide actionable insights to bring them to fruition. You can also take the self-assessment to help you get started on planning your next steps.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Inflation & Retirement

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for Retirement

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

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Principles of Preserving Wealth

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

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What to Do When You Lose Your Wallet

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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