Broker Check

Retirement Planning Calculators

Calculator #1:
Do You Have A Retirement Surplus™ or Retirement Deficit™?

This calculator helps determine if your retirement savings are enough to meet your retirement spending needs.

Calculator #2:
How Long Will My Retirement Savings Last?

This calculator determines approximately how long your retirement savings will last. It shows that your recommendations have successfully incorporated the necessary lifestyle "modifications" to correct client cash-flow shortages if they exist.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.