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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
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
How much do you need to save each year to meet your long-term financial goals?
Will you be able to afford nursing home care?
Estimate the future value of your current savings.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.