Retire Confidently with
Investment Planning Group

Few Americans feel confident they will have enough money to live comfortably during retirement. That’s where we come in. At Investment Planning Group, our role is to help you be CONFIDENT and COMFORTABLE – whether your retirement starts today, tomorrow, or 20 years from now.

Three Big Risks™ That Can Potentially Devastate Retirement Security:

What if I pick a bad year to retire?

Will my income keep pace with rising prices?

Will my income last my entire lifetime?

How to Plan for the Risks

It is important to understand these risks and think about ways you might try to plan for them. Watch our presentation to the right!

Watch the Income for Life Model Video

Request Our Free Report

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Deciding when and how to retire are some of life’s most important decisions. Allow our team to help you answer the most pressing retirement questions:


When is the right time for me to retire?


How do I invest my resources to make sure I don’t outlive my income?


When is the best time to claim Social Security benefits?


Should I take my pension as a lump sum or lifetime payments?

RSS S&P Dow Jones Indices – Financial Advisor RSS Feed

  • Is There More to Core?
    Is There More to Core?  THURSDAY, OCTOBER 24 AT 12:00 PM More and more advisors are expanding their core portfolios beyond the large-, mid-, and small-cap status quo. Explore the range of innovative, low-cost strategies designed to meet clients’ specific investment goals while complementing traditional core holdings—including factor combinations, ESG, and new sectors for an […]
  • S&P High Yield Dividend Aristocrats Index Consultation − Updated
    The consultation has been updated with additional impact analysis, clarified implementation timing, and an additional survey question. The consultation remains open for comment until September 25, 2019.
  • CDW Set to Join S&P 500
    CDW Corp. (NASD: CDW) will replace Total System Services Inc. (NYSE: TSS) in the S&P 500 effective prior to the open of trading on Monday, September 23.
  • Modification to the Methodology of the S&P 500 ESG Exclusions II Index
    This change will take effect prior to the market open on Wednesday, September 18, 2019.

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