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!
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The uncertainties we face in retirement can erode our sense of confidence.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Is your estate in order? This short quiz may help you assess your overall strategy.
A quick look at how federal income taxes work.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are nearly 1,200 ETFs available. Should you invest in them?
Recent changes in estate tax laws could affect the strategy you have in place.
There’s an alarming difference between perception and reality for current and future retirees.
Estate conservation is too important to put off. Do you have a smart exit strategy?