Retirement Game Plan
Our Gift for Your Peace of Mind
Welcome to our official release of Retirement Game Plan. It’s a complete system we’ve been working hard to put together. It’s designed for analyzing and comparing retirement strategies and implementing estate planning effectively. Finally, everything’s in place and ready to roll.
We’re excited because we now have powerful tools in hand for helping our clients. For years we’ve guided folks through the maze of Medicare, long term care, life and income insurance products to find fitting solutions for whatever problem is troubling them. Often people come to us wanting to add a single piece of their financial picture without having a clear picture of what the whole puzzle looks like. In order to provide options that make sense, we’ve had to use lists, approximations and spreadsheets to build a picture of our clients’ financial situation.
Today we bring you “Retirement Game Plan”, a system to guide you through your retirement journey. It combines two powerful software tools into one integrated process - Thomas Gold’s Retirement Analyzer software and LegacyLock’s estate planning software. Retirement Analyzer allows us to put together a complete picture of your financial situation then look at it from different angles. It helps you figure out what you need to protect yourself and your loved ones during your lifetime. LegacyLock allows you to build estate documents and revocable trusts based on attorney built, state specific templates. It defines what will happen when you pass.
Retirement Analyzer – Stress Testing for Your Financial Plan
Retirement Analyzer is a powerful tool for helping people make good financial decisions. It can help you get from where you are right now to where you might want to be in your retirement years. When we put your existing financial pieces into an organized database, the whole puzzle picture emerges. That makes it easier to see the strong points and identify any holes. Even better, the entire process can be customized based on individual needs - a lot of detail can be filled in or just a rough sketch made - whatever it takes to help you make informed decisions. Once the pieces are in place, they can be modified or rearranged to test out “what if” scenarios.
When new products such as life insurance or long term care insurance are added, the report can be updated and reanalyzed. As needs change (children leaving the nest, for example), new scenarios can be created to help identify where to make changes and what kind of products might fit better for the new stage of life. Best of all, you get Retirement Analyzer free, as part of our process. Our gift to your peace of mind.
LegacyLock – Leave a Loving Legacy
LegacyLock is a complete will and trust package to help ease burdens on your loved ones and ensure your wishes are clear when you pass. Leaving an organized estate plan including all the important documents governing your last days and final wishes for distributions is an act of love. During often difficult and stressful periods of illness or incapacity, living wills and durable powers of attorney can help loved ones manage medical decisions and pay bills. And when you pass, they won’t have the added burden of wondering what comes next. Whoever is responsible for your estate will have easy access to key documents and, if you choose, probate-free transfer of assets through a Revocable Living Trust. Loved ones will know exactly who you intend to be in charge and what you intend to gift to each one, helping to avoid family arguments.
If you have assets to pass on, minor children, or wish to shelter inheritance from estate taxes, consider setting up an estate plan. LegacyLock offers state specific, legal documents written by licensed attorneys at an affordable price. After a one-time fee for building your estate package (which includes step-by-step guidance through the whole process), a small annual charge allows you unlimited updates and stores your completed documents for life.
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.Disclosures:
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.
LegacyLock and this blog are not a substitute for the advice of an attorney. If you have questions about your specific circumstances, you should consult with an attorney or tax advisor who is licensed in your state. Do-it-yourself estate document software licensed from EDP, LLC. Audra Elliot, LegacyLock, LLC and EDP,LLC are not law firms and do not provide legal or tax advice.