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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

In my years helping retirees and pre-retirees navigate the twists and turns of their retirement journey, experience has taught me that most retirees will face a few, if not all, of these seven major roadblocks in retirement. And because those roadblocks could potentially expose your retirement to unnecessary danger, I often refer to them as financial risks. The good news is that the sooner you are aware of these potential risks, the sooner we can help implement strategies to help avoid them.

So, what are the seven financial risks retirees could face in retirement?

Please click on the links above to learn more about that risk and how it could impact your retirement.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Shows how transfer-on-death designations help avoid probate costs.

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Considering some important issues now could provide more options in the event of early retirement.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Use this calculator to determine whether you qualify for the different types of IRAs.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

This calculator can help you determine whether you should consider converting to a Roth IRA.

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