Comprehensive Retirement Planning
Without a roadmap, the path into retirement can be difficult. Having a strategic plan in place, with a supportive team offering guidance along the way, may make the road ahead less strenuous.
At Madison Financial Planning Group, we understand the concerns many face as they transition into retirement. Utilizing a holistic financial planning process and developing customized retirement plans, we seek to guide clients through this significant transition in life and the years to follow. Based in Syracuse, New York, we work with clients across the country. Contact us to learn how we can help you plan for your transition into retirement and the years to follow.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
If you died, what would happen to your email archives, social profiles and online accounts?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
$1 million in a diversified portfolio could help finance part of your retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.