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!
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements are designed a business against the death of a principal or key employee.
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.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here's a breakdown of how the federal government spends your tax money.
Is your estate in order? This short quiz may help you assess your overall strategy.
There are things about Social Security that might surprise you.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There’s an alarming difference between perception and reality for current and future retirees.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Why are 401(k) plans, annuities, and IRAs so popular?
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.
$1 million in a diversified portfolio could help finance part of your retirement.