TheRetirementPeople.com Helping to build, manage and preserve your financial future.

Welcome to TheRetirementPeople.com

Helping corporations and individuals with the difficult decisions associated with retirement planning is what we do.  We will work with your employer sponsored plan and help you manage your individual retirement account.  In doing so, we will offer suggestions for the different types of opportunities available; but, what it comes down to is that it's your money, you worked hard for it.  While we cannot guarantee any performance results, we will treat your money as if it was our own and construct a plan based upon your needs, risk tolerance and timeframe.

If you'd like to learn more about our client-centered approach to financial planning, please contact us.

 

This communication is strictly intended for individuals residing in the states of FL, GA, IL, MD, MI, OH and PA. 

No offers may be made to or accepted from any resident outside the specific states referenced.

 
Calculators

Car Affordability

How much can you afford to pay for a car?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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Newsletters

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

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