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.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This worksheet can help you estimate the costs of a four-year college program.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Recent changes in estate tax laws could affect the strategy you have in place.
If you died, what would happen to your email archives, social profiles and online accounts?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
When do you need a will? The answer is easy: right now.