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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retirees traveling abroad need to know that their health insurance travels with them.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Learn about the average American budget in this fun and interactive piece.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
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.
How federal estate taxes work, plus estate management documents and tactics.
When markets shift, experienced investors stick to their strategy.
All about how missing the best market days (or the worst!) might affect your portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
Investors seeking world investments can choose between global and international funds. What's the difference?
If you died, what would happen to your email archives, social profiles and online accounts?
Taking your Social Security benefits at the right time may help maximize your benefit.