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Welcome to retirementcouncil.com. We all have a story to share about our financial dreams and concerns. The biggest challenge is to put our dreams and concerns into a plan that meet our needs. The story of Lois and Ralph demonstrate real life examples of how financial planning can make a difference. Please click here to learn more...
Joseph C. Chalom, CLU, RICP, LUTCF, LACP
President
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
This article explains the basics of capital gains taxes when selling a home.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Determine whether you should consider refinancing your mortgage.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This calculator can help you determine whether you should consider converting to a Roth IRA.