Retirement & Career Transition Strategies

Retirement & Career Transition Strategies

Hello, and welcome to my website! My name is Phil Sheehan, I have been married to my wife Donna for 39 years having recently celebrated that milestone in August. We have two grown sons, (Phil and Jeff) and a wonderful daughter-in-law (Melissa) as well as two very wonderful granddaughters (Alexa and Sarah). My financial planning process evolves around my ability to "get to know" my clients, understand their goals, understand their current financial and lifestyle situation and build a plan that engages me with the client, forming a partnership for Your Future, Your Way. It is my hope that I may continue to leverage my experience, work ethic, follow through, attention to detail in a way that I benefit people I work with today and every day.
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

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