A Retirement Income Planning Firm

 
"Luck Is Not A Retirement Strategy.... Careful Planning Is"
 
 
 
 
The biggest financial challenge facing retirees is figuring out how to make their retirement nest egg last as long as they do.  The problem is - most Americans don't have a plan to make that happen. 
 
Whether you're already retired, in the final countdown or just want to retire someday, having a plan for sustainable lifetime income is important.  Just "winging it" can often lead to harsh and sometimes irrevocable consequences while trying to squeeze extra income out of dwindling retirement assets.
 
Advisory Services offered through INVEST Financial Corporation

 
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

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