Successful Retirement, Inc.

"Making it.....Keeping it"

Successful Retirement, Inc. develops and maintains client relationships that last a lifetime. We educate our clients in the four steps we believe are designed to achieve FINANCIAL FREEDOM. * HAVE THE RIGHT STRATEGY * GROW YOUR MONEY * KEEP YOUR MONEY * LEAVE YOUR MONEY. We will educate you on issues such as  "What stands between you and your goals and values" such as: * Outliving your money * The demise of pension plans * Health-care costs * Social Security uncertainty * Another potential market downturn * Tax strategies
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

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