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Helping Teamsters Make Smart Decisions With Their Money.

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One-on-one financial planning conversations and advice for Teamsters and their families.

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Comprehensive advice tailored to your personal goals.

Welcome to Retire294.com

Mission Statement: We provide financial solutions to clients who value advice and comprehensive strategies implemented with enthusiasm, intelligence and discipline.

Dreaming of Retirement? Start Planning Now!

Retirement income planning can feel like a monumental task but careful planning will go a long way toward enjoying a happy and secure retirement. We know Local 294 members work hard for their retirement benefits—pension, 401k, and health. That's why Local 294 provides members with free professional financial planning. Having a knowledgeable team behind you, will help you retire on your time.

Join our next seminar!! REGISTER HERE

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Calculators

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Contact Us

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Newsletters

Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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