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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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Calculators
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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.