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.
View our 2013 Holiday party pictures!
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A letter of instructions provides additional and more personal information regarding your estate.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investors seeking world investments can choose between global and international funds. What's the difference?
There’s an alarming difference between perception and reality for current and future retirees.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Do you have causes that you want to support with donations? Here are three tips.
Learn how to harness the power of compound interest for your investments.