Meet Rich McCormack
I help people approaching or already in retirement make informed decisions about their income, investments, and taxes.
As a financial planner and educator, I believe you should understand your plan and the reasons behind each recommendation. We’ll work together to connect your financial decisions with the retirement you want to build.
CFP®, RICP® | Founder of School of Personal Finance
Experience & Credentials
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CERTIFIED FINANCIAL PLANNER® professional​
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Retirement Income Certified Professional® (RICP®)
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More than 20 years of experience helping individuals and families plan and invest
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Founder of School of Personal Finance
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Host of the School of Personal Finance YouTube channel, providing education on retirement, investing, and personal finance
My Approach to Retirement Planning
Start With What Matters to You
Your retirement plan starts with a conversation about your goals, concerns, and the life you want your money to support. Those priorities guide the recommendations we develop together.
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Connect the Financial Decisions
Investments, retirement withdrawals, Social Security, and taxes affect one another. I help you understand those connections and evaluate your options as part of a coordinated plan.
Understand Your Next Steps
Education is central to how I work. I explain recommendations in plain language, welcome your questions, and help you identify practical steps you can take.
A Little About Me
I live in Westchester, New York, with my wife, Karen, and our three children—Ryan, Kassidy, and Mason. Outside of work, I enjoy basketball, family trips, and cheering on my kids in their activities.
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Family is a big part of why financial planning matters to me. A financial plan should support the people, experiences, and priorities that make your life meaningful. That perspective shapes how I work with clients as they prepare for retirement and the years ahead.
