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
-
Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
-
Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
-
Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
-
Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
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.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.