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?

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

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  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

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?

More Calculators →

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

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March 17, 2010 @ 07:11 PM

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