Retirement Council, Inc

Retirement Council, Inc Welcome to the Official Page of Retirement Council, Inc. and welcome to your financial future. Retirement Council, Inc. CA Insurance License 0H65782.

Visit www.retirementcouncil.com to sign up for video alerts, market updates, calculators, market watch, newsletters and so much more....! is an independent firm that provides customized financial solutions. Our practice focuses on retirement planning, elder care planning, tax planning and estate planning. Our mission is to help our clients determine and obtain their financial goals. We help accomp

lish this objective by establishing long term relationships through providing diverse products and services. Joseph Chalom, CLU, RICP, LUTCF, LACP founded Retirement Council, Inc. in 1991 to help people create and implement financial plans based on their needs. Our Team approaches financial planning with the focus around education. We help provide to clients with the tools needed to make intelligent decisions on creating financial goals and selecting appropriate products to help meet their needs. Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6267 Carpenteria Ave, Carpenteria, CA 93013 (800) 874-6910. Retirement Council Inc and PSEC are independently owned and operated companies.

09/07/2026

Today we recognize the hardworking people who serve and strengthen our communities every day. To our employees, partners, and members, we wish you a happy !

08/31/2026

Major U.S. stocks ended the last full week of trading in August modestly higher. Strong AI company earnings boosted tech shares, while the war with Iran, persistent inflation, and a more hawkish Federal Reserve dampened investor enthusiasm for risk. Federal Reserve Chair Kevin Warsh, in his speech a...

Tax-free retirement income sounds great, but converting your traditional IRA to Roth has trade-offs. Discover when it ma...
08/28/2026

Tax-free retirement income sounds great, but converting your traditional IRA to Roth has trade-offs. Discover when it makes sense for you.

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08/24/2026

The benchmark indexes closed lower last week, snapping a multi-week winning streak. Despite a rally last Friday, stocks retreated in response to elevated Treasury yields, rising crude oil prices, mixed corporate earnings, and weakness in key tech and mega-cap shares. Among the market sectors, only h...

We don't often hear about the power of gratitude and the remarkable impact it can have on our physical and mental health...
08/21/2026

We don't often hear about the power of gratitude and the remarkable impact it can have on our physical and mental health. Focusing on the positives and expressing appreciation for what you have today can improve financial wellness as well. Here are steps you can take to integrate gratitude into your life and help improve your financial well-being.

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08/17/2026

The stock market closed generally higher last week, despite a minor setback last Friday. Market momentum was driven by cooling inflation data (see below), solid Q2 corporate earnings reports, and strengthening opinions that the Federal Reserve may posture a more dovish approach to interest rates in....

As you approach retirement, protect your family's future by focusing on financial legacy planning. By thoughtfully consi...
08/14/2026

As you approach retirement, protect your family's future by focusing on financial legacy planning. By thoughtfully considering your values, structuring your wealth, and educating your beneficiaries, you're creating a legacy that extends far beyond your lifetime.

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08/10/2026

Wall Street ended last week on solid footing, with each of the benchmark indexes listed here posting notable weekly gains, capped by a Friday rally. The market was buoyed by strong Q2 corporate earnings results and a cooler-than-expected labor report, which quelled immediate fears of aggressive mone...

When the stock market is down, investors can sometimes let their emotions get the best of them and are quick to withdraw...
08/07/2026

When the stock market is down, investors can sometimes let their emotions get the best of them and are quick to withdraw from the market. However, having patience and continuing to invest during these times may lead to not missing the market's rebound.

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08/03/2026

The latest issue of Market Week is available.

Address

9825 W Sample Road # 206
Coral Springs, FL
33065

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19543401588

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