Retirement Planning With
Financial Corner, Inc.
Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Financial Corner, Inc. is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
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Retirement Resources
Complimentary Educational Resources
Our Upcoming Events
Events in July–September 2026
- There are no events scheduled during these dates.
Our Downloads
Navigating Medicare and Medigap Insurance
One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $315,000 to cover their healthcare costs, according to one study. Unfortunately, the Medicare system can be quite complex. This leads too many retirees to overspend on healthcare expenses and receive suboptimal coverage over the span of their retirement. Don’t pay more than you should for the health services and coverage you deserve! Read this guide to learn about:
A Short Introduction to Long-Term Care
If you know someone who takes care of their parents or if you’ve done it yourself, you know how stressful it can be. Now, think about a time when you might need that same care. That’s why having a long-term care strategy can help give you and your family peace of mind and help lessen the burden of an unexpected expense.
Legacy and Estate Planning; Understanding the Basics
Estate planning is an important part of retirement planning. You’ve worked hard for your money and want to see your children and grandchildren benefit, and you probably want to see it passed down in the most efficient way possible. Unfortunately, costly mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to not updating your estate plan over time. It’s not just billionaires who need to have solid estate plans; it’s anyone who wants their wishes to be honored after their passing.
Optimizing Social Security
Many Americans rely on Social Security in retirement, counting on it for their monthly income. That’s why it’s crucial to understand how to construct a tailored Social Security claiming strategy for your unique financial situation and timeline. But even if you don’t rely on it, you could still benefit from knowing when the right time to claim Social Security is for you. Although you will most likely not be able to maintain your current lifestyle on a Social Security benefit alone, it can make up a significant portion of your income and is guaranteed for as long as you live. As such, Social Security is a crucial part of your retirement plan.
Ultimate 401(k) Guide
The 401(k) is one of the most important retirement planning tools we have. You pay into it for decades and will likely rely on it, among other income sources, for many more decades in retirement. The potential tax benefits and power of compound returns can make it a great savings and investment tool for retirement. But to make the most of these accounts requires an informed strategy. There are several important things to know about your 401(k), such as how much you can contribute, options for your 401(k) when you leave your job, and how much you are paying in 401(k) fees.
Important Birthdays Over 50
Happy Birthday! The big “Five-O.” Now the real fun begins! Before you begin planning your retirement, be sure to mark these important dates in your calendar. Starting at age 50, several birthdays— including “half-birthdays”—are critical to plan for, as they have crucial implications for your retirement future.
Our Blog
Values-Based Investing: From Trend to Strategic Alignment
You’ve likely seen it while scrolling through your 401(k) options or during a quick check of your brokerage account: a [...]
A History of the Sales Tax
Before we take a peek into the past to see how sales tax became a part of our lives, let’s [...]
A History of Modern Credit and Why It’s Important Today
You’re probably familiar with credit in your everyday life. Many Americans have credit cards, use them for everyday expenses, and [...]
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
