JAMES RINER & ASSOCIATES
James Riner is a financial advisor providing professional financial services for individuals, business owners, and professionals. Our financial services are designed to address the specific needs and goals of each client and we deliver our services on a personalized basis.
Newsletters
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
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Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.