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.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Understanding the economy's cycles can help put current business conditions in better perspective.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
For some, the social impact of investing is just as important as the return—perhaps, more important.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
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.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
If you died, what would happen to your email archives, social profiles and online accounts?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.