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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Knowing the rules may help you decide when to start benefits.
For some, the social impact of investing is just as important as the return—perhaps, more important.
It's important to make sure your retirement strategy anticipates health-care expenses.
This worksheet can help you estimate the costs of a four-year college program.
An increasing number have been developed to help individuals with their personal finances.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
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 compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There’s an alarming difference between perception and reality for current and future retirees.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.