Wealth Development Council

James D. Good, CLU®, CFP®, ChFC®

 Where will you be???

Most of us start out our working lives with similar goals, among them to slow down at some point and eventually stop working.  Of course, in order to accomplish that goal, we must have a source of income to replace our earned income.

 

What is the likelihood that we can be financially independent at retirement?  A recent study has examined this question and provides the following information:*

 

 *Source: Social Security Administration, Office of Research and Statistics, SSA Publication No. 13-11871, April 2000

Three Common Financial Objectives

 What is a CFP?

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Cost of Retirement

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Insurance

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

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Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

TIPS for Fighting Inflation

Although inflation has been fairly quiet over the past few years, it remains a perennial concern for investors because it reduces the value of money over time.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

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September 03, 2010 @ 04:05 PM

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