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Robert Ryerson

Financial Fiduciary | Certified

New Century Planning Associates Inc.

Freehold, NJ, USA

Robert Ryerson

William Russell

Sachs Policy Group

Robert Ryerson’s Biography

Robert Ryerson is a Certified Financial Fiduciary, and founder of New Century Planning Associates, Inc., where he offers guidance to clients in addressing concerns and goals relating to retirement income planning, long term health care planning, and asset preservation and legacy planning.

With more than 35 years of experience as an independent financial planner with several professional designations, he has built a strong network of professional colleagues, collaborating with estate planning attorneys and investment advisors to provide comprehensive solutions for his clients.

Years ago he recognized the growing risks of identity theft, and how it could impact his clients, and earned the Certified Identity Theft Risk Management Specialist (CITRMS) designation, and began integrating it into his plans for clients. He also acquired additional credentials, including Certified In Long Term Care (CLTC), and has extensive experience in estate and legacy planning. Earlier in his career, Robert passed the Series 7 and Series 3 exams ( General Securities Rep, and Commodities Rep) before his... Robert Ryerson is a Certified Financial Fiduciary, and founder of New Century Planning Associates, Inc., where he offers guidance to clients in addressing concerns and goals relating to retirement income planning, long term health care planning, and asset preservation and legacy planning.

With more than 35 years of experience as an independent financial planner with several professional designations, he has built a strong network of professional colleagues, collaborating with estate planning attorneys and investment advisors to provide comprehensive solutions for his clients.

Years ago he recognized the growing risks of identity theft, and how it could impact his clients, and earned the Certified Identity Theft Risk Management Specialist (CITRMS) designation, and began integrating it into his plans for clients. He also acquired additional credentials, including Certified In Long Term Care (CLTC), and has extensive experience in estate and legacy planning. Earlier in his career, Robert passed the Series 7 and Series 3 exams ( General Securities Rep, and Commodities Rep) before his tenure with Shearson Lehman American Express.

Several years ago, he obtained the important Retirement Income Certified Professional (RICP) designation, which adds a lot of knowledge and value on the retirement planning front for his clients and prospective clients.

Robert is also committed to financial literacy, and teaches retirement planning courses at various New Jersey institutions, through the 30 year old non-profit Society For Financial Awareness( SOFA), which is based in San Diego. He has also offered continuing education for CPAs and insurance professionals on subjects such as investing, economic trends, and identity theft protection. Robert is also a keynote speaker at industry conferences, and offers numerous educational dinner presentations for the public. READ MORE VIEW LESS

Robert Ryerson’s Background

New Century Planning Associates Inc.

Financial Fiduciary | Certified

May 1998 - Present

Freehold, NJ, USA

New Century Planning Associates, Inc. is a full-service financial planning firm offering retirement income planning, financial planning, long-term care planning, and legacy planning.

Independent Insurance & Financial Planner

Planner

Oct 1988 - May 1998

Freehold, NJ, USA

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Robert Ryerson’s Gallery

Media

about.me | Robert Ryerson

Profile

View Robert's Profile here.

Medium

Profile

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Interviews

The Importance of Long-Term Care Planning: What You Need to Know

Discussion

Nov 2024

Freehold, NY, USA

During a recent conversation led by Mark Gaffney, financial specialists Louis Terrero and Robert Ryerson of New Century Planning Associates shed light on the critical yet frequently neglected topic of long-term care in financial planning.

Features

Forbes

Article | Be Aware Of The RMD Trap

Sep 2018

Freehold, NJ, USA

Many Americans prioritize building retirement savings in tax-deferred accounts but often overlook the impact of required minimum distributions (RMDs) and tax strategies such as Roth conversions. These strategies can reduce taxes, protect Social Security benefits, and enhance the overall tax efficiency of a retirement plan.

Accreditation

The Institute of Consumer Financial Education (ICFE)

Certification | The Certified Identity Theft Risk Management Specialist (CITRMS® XV)

2014

The Certified Identity Theft Risk Management Specialist (CITRMS® XV) accreditation, provided by the Institute of Consumer Financial Education (ICFE), is an in-depth self-study program focused on credit and identity theft risk management. It empowers professionals with the expertise needed to help individuals and businesses evaluate and reduce identity theft risks.

CLTC | Certification for Long-Term Care

Certification

2019

The Certified in Long-Term Care (CLTC) designation provides financial professionals with specialized knowledge in planning for long-term care needs, enabling clients to safeguard their assets and ensure a secure retirement.

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Publications

What’s the Deal with Identity Theft?

Author

2016

Robert wrote this book to explain that there are 6 major types of ID theft to be aware of.

What You Don't Know About Retirement Will Hurt You!

Co-Author

Oct 2013

This book, co-authored by Robert Ryerson, examines the realities of retirement in light of rising healthcare costs, government regulations, and investment complexities. It offers strategies to optimize Social Security, reduce taxes, maximize income, and manage healthcare and estate planning for a secure retirement.

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Robert Ryerson’s Education

Rutgers University

BA | Economics

1977 - 1981