Calculator, coins, and notebook titled PRIORITIES.

Helping Teamsters Make Smart Decisions With Their Money.

Man speaking at a Teamsters Local 294 Retiree Chapter event

One-on-one financial planning conversations and advice for Teamsters and their families.

Two Adirondack chairs on a wooden dock at sunset

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

Four men posing with awards in front of a brick building

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Newsletters

Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Impact of Inflation

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

Mortgage Acceleration

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators