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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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Calculators
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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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.