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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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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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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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.