Retirement Wealth Management
for Select Individuals.
Retirement Planning Group in Saratoga Springs and Albany, NY
At Retirement Planning Group, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
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Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Here are six flags that may make your tax return prime for an IRS audit.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Why are 401(k) plans, annuities, and IRAs so popular?
There’s an alarming difference between perception and reality for current and future retirees.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.