When should you take Social Security?

The toolkit includes a list of publications and interactive tools to help in your planning, plus information on how to contact us with your specific questions. It is important to start early and be well informed so you can make…

Life Expectancy Calculator

There are several versions of tools available to help you determine your life expectancy. Many of them, unfortunately, are relatively simple linear progressions with only limited ability to input variables. During our research to find usable tools for this portion of the…

Retirement Benefits Estimator

The Retirement Estimator, provided courtesy of the U.S. Social Security Administration, gives estimates based on your actual Social Security earnings record. Please keep in mind that these are just estimates. We can’t provide your actual benefit amount until you apply for benefits. And…

Estimating your retirement income needs

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it…

Practical Money Skills

This set of calculators, provided courtesy of PracticalMoneySkills.com, will help you explore your own financial situation in greater detail using powerful tools for forecasting and assessing your financial choices. During the process, you might discover expenses you can eliminate or…

Can I retire yet?

This resource, made available by Investment Counselor Darrow Kirkpatrick at www.caniretireyet.com, presents a series of models that can be used to help plan your retirement scenario. Used in conjunction with a financial planner, they can help you lay out a…

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