Retirement Planning Specialist
Commited to helping you plan your financial future.
At Bednar Financial Group LLC, we think life should be enjoyed, and that the success of our relationship should be measured not only by our mutual prosperity, but also by how enjoyable it is for us to work together. Our values are truly important to us and are a major reason why we have been able to maintain our small-firm, family culture even as we have grown.
Kevin H. Lamson, Principal, Senior Partner brings over 20 years of professional experience in helping clients achieve thier financial goals and objectives as they plan for thier retirement and has recently received his certificate as a Retirement Planning Specialist from the Wharton School of Business. Kevin is commited to his clients financial success.
Our Core Values
- Integrity – Honesty, fairness and ethics are the foundation of our culture
- Commitment – Making a difference to our community through excellence and service
- Flexibility – Offering solutions based on being open-minded, resourceful and committed
- Kindness – In all things, consideration and compassion will help guide our decisions
Newsletters
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Calculators
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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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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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.