- You are worried about running out of money in retirement.
- You are thinking about when you want to retire and aren't sure about the decision.
- You want to SEE your own retirement and how it will unfold.
- You have a 401(k) plan.
- You know nothing about retirement planning, but need some help.
- You want to put everything into one "picture" that you can understand.
- You want to put all your investments into one picture.
- You want to put all your income items into one picture.
- You want to model your expenses and spending in one picture.
- You want to be able to see your Social Security and how it impacts your picture.
- You have or are thinking about a Roth IRA.
- You want to see how your Pension impacts your picture.
- You want to see how downsizing your home and pulling out equity affects your retirement.
- You own rental properties and want to include them in your planning.
- You want to model the sale of your business and how that impacts your retirement.
- You have a Traditional IRA.
- You might get an inheritance.
- You are married and want to see how life insurance can help your spouse after you're gone.
- You have a 403(b) plan.
- You want to take into account the impact of TAXES on your retirement.
- You are worried about the security of "online" calculators.
- You are thinking about selling some real estate during retirement.
- You want to know if you can afford to travel during retirement.
- You want to know how your medical expenses will affect your retirement.
- You want to create a detailed budget to model your retirement expenses.
- You don't want to create a detailed budget but want to use basic thumbnail numbers (we can do both).
- You want to know if saving more money into your retirement plan will help.
- You want to see how the investment returns you are getting will impact your retirement.
- You want to know how an Annuity will affect your retirement picture and your income.
- You want to see how stock market drops will affect your retirement.
- You want to know how long your money will last in retirement.
- You want to be able to see how various changes impact your retirement.
- You want to see whether retiring later will help you.
- You want to see whether you move to a tax free state will help you in retirement.
- You want to see you AND your spouse's retirement accounts and investments as part of one picture.
- You are wondering whether a part-time job at the beginning of retirement will help you.
- You are wondering if a reverse mortgage could help you keep from running out of money in retirement.
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