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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...

Click Below For Jim and Donna's Story

Newsletters

What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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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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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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More Newsletters

Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Car Affordability

How much can you afford to pay for a car?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators