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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Second marriages are a trigger event to revisit any existing estate strategies.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The uncertainties we face in retirement can erode our sense of confidence.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Taking your Social Security benefits at the right time may help maximize your benefit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When should you take your Social Security benefit?
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, cracking the code on bonds.