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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

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Newsletters

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Calculators

Mortgage Acceleration

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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