RETIREMENT FUNDING SENSITIVITY SOFTWARE
Are you prepared for retirement? Do you know if you have saved enough money? Do you know how much you will receive from social security? Have you looked at the impact of inflation or lower investment returns on your monthly income?
We utilize software that shows our clients how to plan for and be prepared for retirement. By using multiple retirement variables, we are able to look at numerous scenarios. The software looks at: Things You Can Control (Qualified Savings, Retirement Age, Retirement Expense), Things Hard to Control (Investment Return, Income Tax Rate), and Things Very Hard to Control (Inflation Rate, Life Expectancy).
It takes all of these areas and shows how a change in one of them, impacts all of them. We use this software to look at multiple scenarios to see what your retirement looks like at the present moment. This helps our clients know if they need to make changes, or if they are on course to retire when they want to.