Lawrence J. Fisher
Welcome to WeHelpYouRetire.com. As the name implies, our business is focused primarily on helping individuals and families make a positive transition from work to retirement. We work with clients to guide them through the maze of important financial decisions that result from retiring.
From an investment standpoint, there is a critical shift that takes place for most people at retirement - from accumulation to distribution. The rules are different and our clients depend on us to help them understand and plan for the differences. Together we develop a plan to help with their unique financial objectives.
It's important to note that this is not a do-it-yourself website. You will find many valuable tools and resources, but it is our belief that retirement planning is best accomplished with the help of a trusted advisor.
So enjoy your visit and if you think we can help you plan for the future, I encourage you to contact our office to arrange a complimentary consultation.
Newsletters
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After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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If You Don’t Have a Will Yet, Why Not?
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.