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.
How to Effectively Budget as a Couple
Be sure that you agree on how to go about combining your finances as a couple before discussing how you'll handle expenses.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
The item most homeowners forget on their home improvement project checklist is insurance.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Healthy habits are one of the greatest gifts to give your child.
Learn more about women taking control of their finances with this infographic.
Understanding how a stock works is key to understanding your investments.
When considering life insurance, it's important to understand your options.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Here is a quick history of the Federal Reserve and an overview of what it does.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What if instead of buying that vacation home, you invested the money?
When markets shift, experienced investors stick to their strategy.