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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. 


 

Helpful Content

Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Women and Retirement

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Investing with Your Heart

For some, the social impact of investing is just as important as the return—perhaps, more important.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

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