Where Do You Want Your Financial Roadmap to Take You?
Welcome, we’re Independent Retirement Solutions, LLC, trusted advisors for people living in the Greater Toledo Metropolitan Area. Our Values-Based Financial Planning™ process has helped clients educate children and grandchildren, fund major purchases, secure comfortable retirements, and leave legacies. Our clients value simplicity and organization, they focus on what’s important and are passionate about achieving their goals. Whether you are focused on financial independence, concerned about leaving a meaningful legacy, or find yourself suddenly single, our Values-Based Financial Planning™ process can help you pursue a greater probability of accomplishing your objectives.Contact Us
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Around the country, attitudes about retirement are shifting.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Retirees traveling abroad need to know that their health insurance travels with them.
Calculating your potential Social Security benefit is a three-step process.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It's easy to let investments accumulate like old receipts in a junk drawer.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Understanding the cycle of investing may help you avoid easy pitfalls.