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

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  • Newsletters

    Newsletters

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  • E-Seminars

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  • iMoney

    iMoney

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  • Glossary

    Glossary

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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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Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

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.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

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March 11, 2010 @ 09:41 AM

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