Concerned About Your Financial Security?

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. Our focus is to help educate clients about financial strategies that meet their needs. We look forward to the opportunity to help you create, review and implement a suitable financial plan.

Joseph C. Chalom, CLU, RICP, LUTCF, LACP
President

What Clients Say...

Click Below For Jim and Donna's Story

National Association of Tax Professionals Member

Newsletters

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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More Newsletters

Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Lease Payment

How much would your monthly lease payment be?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators