Retirement Planning Associates
We assist a select group of individuals and families with navigation through an increasingly complex financial, retirement and estate planning landscape. Our strengths arise from our commitment to learn and understand your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships (many over 32 years) that encourage open and honest communication have been the cornerstone of our clients’ foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have. We'll get back to you quickly with a thoughtful answer.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Around the country, attitudes about retirement are shifting.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A change in your mindset during retirement may drive changes to your portfolio.
Five creative (and inexpensive) ideas for motivating your employees.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A bucket plan can help you be better prepared for a comfortable retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Even low inflation rates can pose a threat to investment returns.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, cracking the code on bonds.