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Retirement Planning Group:Retirement and Estate Planning. Executive & Employee Benefits.

2257 Boston Post Road Suite E
Guilford, CT 06437

Phone:

(203) 453-2320 1(800) 954 4949

Fax:

(203) 453-2344

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Check the background of this investment professional on FINRA's BrokerCheck.

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Explains how future tax rules may impact deductibility of charitable donations.

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Considering some important issues now could provide more options in the event of early retirement.

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Reviews annual enrollment dates and options for Medicare participants.

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Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate the future value of your current savings.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck