Understand Your Options

What’s the first step to take to reach your retirement income goals?

To accomplish any worthwhile goal, you must first determine what you want.
  • When do you want to retire?
  • What would you like to do once you retire?
  • How close are you to replacing the income you are making?
  • How much risk are you willing to take to reach your goals?

Need an idea of how much you would need to put away to reach your retirement goals? Use the free Retirement Age Calculator.

Want to know how much you need to save to reach any other goal, like funding your children’s college education? Use the Savings Calculator.

Curious about how much risk YOU should take given how much income you may need in the future? Take my free Risk Analysis.

While you certainly need your assets to grow enough to keep pace with inflation and taxes, you should not take greater risks than you can handle. After all, the last thing you want to face is the temptation to sell low after you bought high.

While you can’t control what is going to happen to interest rates, taxes, or the market, you can prepare yourself for how you will react when circumstances change.

Feel free to fill out these calculators and determine how close you are to funding a child’s college education and/or living the kind of life you want when you retire.

Click on the video resources below to aid you in
making decisions about insurance and retirement planning.

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