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
-
Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
-
The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
-
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
-
Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
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.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
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.