The Retirement Planning Group

The end of the year is the perfect time to take a step back and assess your financial picture. From planning ahead for taxes to making sure your savings are on track, a little preparation now can set you up for success in the new year. Not sure where to start? We are here for you! #FinancialPlanning #YearEndChecklist #SmartMoneyMoves

We’re looking for a skilled attorney to join our team as an Estate Planning Manager! ??? This role offers the chance to build a program from the ground up, working alongside a dynamic team of wealth and tax advisors to provide integrated solutions. Apply today and shape the future of estate planning at TRPG! https://ow.ly/WV8050U828o #EstatePlanning #LegalCareers #NowHiring

Identity theft can happen to anyone, but taking simple steps now can protect your personal and financial information. ??? Don't wait until it's too late—learn how you can stay secure today! https://ow.ly/6bJW50U81Oj #IdentityProtection #StaySafe #FinancialWellness

Planning for retirement is about more than saving—it’s about making smart investments that grow over time. ?? Discover which investment options can help secure your future, and learn how to build a retirement portfolio that aligns with your goals. Learn more: https://ow.ly/AasR50U80Kf #RetirementPlanning #InvestInYourFuture #FinancialFreedom

Wall Street suffered its worst weekly performance since early September and has now fallen in three of the last… Chief Investment Officer, Chris Bouffard, CFA recaps last week's economic and market performance in our Weekly Market Update.?? https://ow.ly/2TkQ50U99Ym #marketupdate #marketperformance #investing #wealthmanagement

?? Building financial security is easier when you have the right guidance. At the Retirement Planning Group, we can help you make informed choices, manage risk, and plan for both short- and long-term goals. #WealthAdvisor #FinancialPlanning #InvestInYourFuture

?? Ready to take the next step in your career? Join a team where collaboration, growth, and innovation are at the heart of everything we do. We’re looking for talented individuals to make an impact alongside us! Current Openings: - Estate Planning Solutions Manager - Director of Wealth Management - Solutions Engineer - Tax Administrative Assistant - Technology & Process Solutions Specialist Apply today and see what makes us a great place to work?? https://ow.ly/OKqV50U3sRn

Imagine going into next tax season feeling prepared and stress-free! Now’s the time to make that a reality. What’s one tax-related goal you’d like to achieve by the end of the year? Let us know below, and check out our tax solutions at TRPG! ?? https://ow.ly/ng4B50U3sly

October saw the end of a five-month winning streak for U.S. stocks, an end to a five-month streak of declines for U.S. Treasury yields … Chief Investment Officer, Chris Bouffard, CFA recaps last month's economic and market performance in our Monthly Market Update.?? https://ow.ly/KBlR50U5sJj #marketupdate #marketperformance #investing #wealthmanagement

A quick and decisive victory by President-elect Donald Trump fueled a strong rally for U.S. stock last week. The S&P 500 Index… Chief Investment Officer, Chris Bouffard, CFA recaps last week's economic and market performance in our Weekly Market Update.?? https://ow.ly/mHMv50U4qIg #marketupdate #marketperformance #investing #wealthmanagement