Speak with an owner of the firm (888) 988-6621
  • Client Login
  • Education Center
  • Careers
  • Contact Us
The Retirement Planning Group
  • Financial Planning
  • Investment Management
  • Retirement Income
  • Taxes & Payroll
  • About
    • Our Team
    • Locations
  • Speak with a Planner
Select Page
What Issues Should I Consider Regarding My Incentive Stock Options?

What Issues Should I Consider Regarding My Incentive Stock Options?

Investing, Retirement Planning

Incentive Stock Options (ISOs) are a form of equity compensation, offering employees a share in the potential appreciation of a company’s value, with preferential tax treatment. You may have been (or will be) granted ISOs by your employer during your career. Deciding...
What our firm learned in the 2008/2009 Financial Crisis paid off big time for our clients in the 2020 Covid-19 Crisis

What our firm learned in the 2008/2009 Financial Crisis paid off big time for our clients in the 2020 Covid-19 Crisis

Investing, Market Events, Retirement Planning

  It’s fair to say that no one is forgetting 2020 any time soon. As the year turned, we heard rumors about a virus in Wuhan, China. Like previous outbreaks, most of us paid it a glancing notice and then went on about our day. Then in March, everything started to...
Should I Take My Pension As A Lump Sum?

Should I Take My Pension As A Lump Sum?

Financial Planning, Retirement Planning, Tips and Tricks

Although increasingly rare, employer pensions can make up a considerable portion of your expected retirement benefits. Whether you are nearing retirement or are already receiving ongoing pension payments, you may have the option to choose a lump sum...
What Issues Should I Consider If I Get A Promotion Or Raise At Work?

What Issues Should I Consider If I Get A Promotion Or Raise At Work?

Careers, Life Events, Retirement Planning, Tax Planning

When you receive a promotion or a raise at work, this change can come with a number of changes that might impact your financial situation.  In this checklist we focus on reviewing the potential financial impact of a raise or a promotion including: Cash Flow and Income...
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 Retire?

What Issues Should I Consider Before I Retire?

Retirement Planning, Tax Planning

This checklist covers 32 of the most important planning issues to identify and consider for anyone who is about to retire.  It’s structured as follows: Cash Flow Issues Health Insurance Issues Asset & Debt Issues Tax Planning Issues Long-Term Planning Issues Other...
« Older Entries


The Retirement Planning Group

Services

  • Financial Advisors
  • Retirement Planning
  • Wealth Management
  • Smartvestor Advisors
  • Overland Park
  • Mission
  • Stilwell
  • Shawnee
  • Lenexa
  • Lee’s Summit
  • Blue Springs
  • Parkville
  • St Louis
  • Springfield

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. 

Contact us at 866-498-8898  Privacy Notice | ADV Part 2 | Form CRS


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


© 2020 The Retirement Planning Group  |   Powered by 2D Optimized & AZELLA