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.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Understanding the economy's cycles can help put current business conditions in better perspective.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Gaining a better understanding of municipal bonds makes more sense than ever.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There’s an alarming difference between perception and reality for current and future retirees.
When do you need a will? The answer is easy: right now.
Here are five facts about Social Security that might surprise you.
How will you weather the ups and downs of the business cycle?