Our model takes into account the following components of your financial life:
- Retirement investments
- Non-retirement investments
- Social security benefits
- Medicare
- Annuities
- Pensions
- Life insurance
- Checking & savings
and the assets that you’ve designated to provide steady income in retirement such as:
- Rental / investment property
- Dividend paying portfolios
- Bond portfolios
and tying it all together with your:
- Projected longevity
- Personal tax rate (federal, state and local)
- Life style cash flow requirements
- Inflation assumptions
The result:
- A clear, easy to understand retirement projection.
