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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...

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Newsletters

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

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

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Are You Prepared for the High Cost of Dying?

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

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Calculators

Mortgage Acceleration

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Required Minimum Distributions

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

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