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What Issues Should I Consider Before The End Of The Year?

What Issues Should I Consider Before The End Of The Year?

Estate Planning, Financial Planning, Investing, Retirement Planning

The end of the year provides a number of planning opportunities and issues for investors. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. In this checklist, we cover...
What Issues Should I Consider Before I Update My Estate Plan?

What Issues Should I Consider Before I Update My Estate Plan?

Estate Planning, Family and Finances

This checklist covers 18 of the most important planning issues to identify and consider before updating your estate plan.  It’s structured as follows: Beneficiary & Fiduciary Issues Assets & Property Related Issues Minors & Children Related Issues Other...
What Issues Should I Consider Before Closing The Estate?

What Issues Should I Consider Before Closing The Estate?

Estate Planning

This checklist covers 24 of the most important planning issues to identify and consider before you close an estate for a loved one. It’s structured as follows: Cash Flow Issues Asset & Debt Issues Additional Administration Issues Tax Issues Other Issues  ...
What Issues Should I Consider If I Experience A Sudden Wealth Event?

What Issues Should I Consider If I Experience A Sudden Wealth Event?

Building Wealth, Estate Planning, Financial Planning, Investing, Life Events

Clients can experience a variety of wealth events that lead to a financial windfall, including the sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement. An increase in wealth, especially when unexpected, large, and/or sudden,...
Estate Planning – The Basics

Estate Planning – The Basics

Estate Planning, Videos

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What New Parents Need to Know About Estate Planning

What New Parents Need to Know About Estate Planning

Estate Planning, Family and Finances

When you are adjusting to life as a new parent, estate planning is unlikely to be at the top of your to-do list. You are probably preoccupied with matters such as car seats, pediatricians, and child care options, all while trying to sneak in a bit of sleep. But...
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The Retirement Planning Group

Services

  • Financial Advisors
  • Retirement Planning
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  • Smartvestor Advisors
  • Overland Park
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  • Stilwell
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The Retirement Planning Group Inc. is registered with the Securities and Exchange Commission and has clients nationwide. We offer retirement planning, wealth management and financial planning services. 

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Retirement Planning Group mentioned in: Ingram’s-Retirement Planning, Forbes-Financial Advisors get qualified leads form SmartAsset, Bloomberg-Consumer Finance, RIABiz-How two Wachovia breakaways broke some rules and grew $23 million AUM to $320 million in seven years, Business Insider-This Startup Aims To Solve A Financial Problem Most People Don't Even Realize They Have, Business Journal-OP startup Blooom pitches green thumb for 401(k) management


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