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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This worksheet can help you estimate the costs of a four-year college program.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Probate can be a completely public process, or it can be managed to include as little information as possible.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
$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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Pundits say a lot of things about the markets. Let's see if you can keep up.