How Do You Know If Your Retirement Plan Will Work?
When do you want to find out if your retirement plan will work? If your answer is “Before it’s too late!” you are exactly the type of person who can benefit from a Retirement Analyzer review with us. Together we can take a peek into the future – look at the probability of success for your game plan – then work to fine tune it effectively.
Testing Your Retirement Savings Plan
The process begins with filling out Retirement Analyzer with your financial details. Then we can create a test scenario to see how your plan measures up to your goals. The resulting report will help us identify the strengths and weakness of your current retirement plan. Some of the changes we might consider for improving your plan:- Provide a thicker cushion in case of crisis
- Protect growth against down markets
- Shelter savings from taxes
- Balance today’s needs against retirement goals
Once we’re focused on a particular change, we can create a new scenario to help visualize the impact. If the result isn’t what you were expecting, we can try something else - BEFORE spending your time and money on changing policies or accounts. After you’ve settled on your new plan, we’ll work together to make it real.
Review and Renew Your Financial Plan
Of course, we all go through life changes over the years. The good news is that once your information is in the software we can come back to it in future years. You may want to review your plan to check on progress from time to time or re-analyze your plan when you’re experience a life changing event.When To Check In On Your Financial or Retirement Plan:
- Starting a business
- Buying a home
- Getting married
- Having children
- Changing jobs or income
- Children leaving the nest
- Preparing for retirement
- Managing income in retirement
- Considering estate planning
And best of all, it‘s a free part of our Retirement Game Plan process.
Next Steps:
No matter what your stage in life, the Retirement Game Plan may be just what you need to find ways to smooth out the bumps in life. Test your retirement plan with a free review. If you’ve been telling yourself you need to plan your estate, try LegacyLock a free 30 day trial.LegacyLock Disclosure:
Legal documents written by Attorneys. Do-it-yourself estate document software licensed from Estate Documents Pro, LLC. This site provides general information about legal topics. MyLegacyLock.com and My Legacy Lock LLC, and Estate Documents Pro, LLC are not law firms and do not provide legal or tax advice. This site, and the products available on this site, are not a substitute for the advice of an attorney. You should consult with an attorney and tax advisor licensed to practice in your state for advice if you have questions about your specific circumstances.
Retirement Analyzer Disclosure:
The information provided by these projections and calculators is for illustrative purposes only. Estimates included are based on information supplied by the client such as estimated Social Security benefits, pension benefits, projections of cost of living increases, inflation rates, and federal and state income tax rates. Current federal income tax tables are used in certain calculations. All of these are subject to change and will have an effect on the long range outcome shown in the analysis. Any interest rates are hypothetical and are not meant to represent any specific investment. Thomas Gold Solutions, LLC has done the due-diligence to maintain the accuracy of the information and calculations, but the assumptions do not encompass all situations. Thomas Gold Solutions, LLC does not make any guarantees on the outcome of any recommendations made based upon the above information. The projections or other information generated by this report regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.