We use MoneyGuide Elite, a sophisticated financial planning software program, along with your detailed financial information to make projections that provide insight to common questions such as:
- What is my current financial net worth?
- Am I living within my means?
- Am I borrowing money most efficiently?
- When can I retire? How much will I need in retirement to maintain my lifestyle?
- What savings adjustments will I need to make to reach my retirement goal?
- When should I take social security?
- Are my retirement account beneficiaries up to date?
- What are my main concerns in retirement (e.g. not having a paycheck or running out of money)?
- How do I prevent a permanent loss of capital?
- Which accounts should I draw from first during retirement?
- What kind of legacy can I leave?