Private Wealth Management for Select Individuals
At Retirement Specialist, Inc., we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
It's important to make sure your retirement strategy anticipates health-care expenses.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Three things to consider before dipping into retirement savings to pay for college.
When do you need a will? The answer is easy: right now.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.