Glen L. Jackson, Financial Advisor, AIF®
Experienced, Trustworthy, Accountable
Glen L. Jackson, Financial Advisor, AIF®
Experienced, Trustworthy, Accountable
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
Use this calculator to estimate how much income and savings you may need in retirement.
How much life insurance would you need to produce a sufficient income stream for your family?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.