Education Tools
In our experience, consulting an experienced professional is your most reliable chance at a solid financial future. The value of a talented Certified Financial Planner™ professional generally cannot be matched by self-study and internet calculators. Often times, individual clients’ diverse circumstances do not fit into the classic, stereotypical situations laid out in many advice articles.
There are, however, rules and tips that can be beneficial to varying situations and are useful to know as you begin thinking about your financial future in terms of Retirement Strategy, Social Security Planning, and Estate and Wealth Transfer Strategy. These tips will also give you the opportunity to take an informed stance when you do begin your consultations with your chosen financial professional.
Important Links
Below is a list of retirement and Social Security calculators as well as useful websites to explore Retirement Strategy, Social Security Planning, and Estate and Wealth Transfer Strategy tips to help you start picturing retirement in an achievable and productive way. It is recommended that you use this as a starting point for your conversations with your chosen professional who can create scenarios that are more suited to your individual needs.
Personal Finance Articles
- Boost After-Tax Income and Overall Wealth
- The Sandwich Generation: Caught in the Middle
- Should I Save for College or Retirement?
Retirement Planning Articles
Retirement Lifestyle
- 6 Great Jobs for Retirees
- 10 Best-Rated States for Retirement
- The Company You Keep
- Things Baby Boomers Won’t Say
Finances in Retirement
- Smart Buyer Checklist
- NAFA Fixed Annuity Presentation
- NAFA Educational Videos for Consumers
- Indexed Annuity Leadership Council Educational Videos
- Indexed Annuity Leadership Council Testimonials
- Say Goodbye to the 4% Rule
- Are annuities the solution to the old 4% retirement rule?
- Retirees need fewer stocks, more annuities
- 5 Retirement Mistakes that Will Haunt You
- 5 Retirement Mistakes Boomers Should Avoid
- The Other Midlife Crisis
- Will You Need 135% of Your Salary in Retirement?
- 4 Percent Withdrawal Rate May Be Too High for Today’s Retirees
- A Two-Step Plan That Strengthens Your Nest Egg
- Retirement Health Care Costs: How to Deal
- Hedging 7 Big Retirement Risks
- Could Being Healthy Actually Make Your Retirement Worse?
Forced Early Retirement
Social Security Planning Articles
Social Security
- When Collecting Social Security, It Pays To Be Married
- The Ins and Outs of Tapping Social Security Benefits
- When Should You Apply for Social Security?
- Continuing a Conversation on Social Security
- Quiz: How Well Do You Know Social Security?
- Understanding Social Security Survivor Benefits
- The Social Security Catch-22
- Claiming Social Security After Divorce
- Investing Social Security Benefits Not Worth The Risk
NOTE: The following link will take you so the Social Security Administration website (SSA.gov) and away from LifeLongRetirementCorp.com. LifeLong Retirement Corp is not affiliated with the Social Security Administration or the U.S. Government. Any information provided to the following sites will not be made available to LifeLong Retirement Corp.
Medicare
Wealth Transfer and Estate Planning Articles
- Wealth Transfer and Estate Planning for Changing Times
- The 25 Documents You Need Before You Die
- Transfer Inheritance and Estate Taxes- NJ Dept. of Treasury
- General Information: Inheritance and Estate Tax- NJ Division of Taxation
- Transfer Inheritance and Estate Tax: Inheritance Tax Resident Return
- A To-Do List for the Surviving Spouse
- How to Give a Child Retirement Security
Financial Calculators
Using Financial Calculators
Retirement Calculators
- http://www.aarp.org/work/retirement-planning/retirement_calculator/
- http://www.bankrate.com/calculators/retirement/retirement-calculator.aspx
- http://cgi.money.cnn.com/tools/retirementneed/retirementneed_plain.html
- http://cgi.money.cnn.com/tools/retirementplanner/retirementplanner.jsp
- http://www.dinkytown.net/retirement.html
- http://www.bloomberg.com/personal-finance/calculators/retirement/
- http://www.calculatorweb.com/calculators/inflationcalc.shtml
- http://apps.finra.org/Investor_Information/Calculators/1/RetirementCalc.aspx
Social Security Calculators
NOTE: The following links will take you so the Social Security Administration website (SSA.gov) and away from LifeLongRetirementCorp.com. LifeLong Retirement Corp is not affiliated with the Social Security Administration or the U.S. Government. Any information provided to the following sites will not be made available to LifeLong Retirement Corp.
Retirement-Focused Websites
- www.money.cnn.com/retirement
- www.usa.gov/topics/seniors/retirement.shtml
- www.smartmoney.com/retirement/planning
- www.dailyfinance.com/category/retire
- www.finance.yahoo.com/retirement
- www.money.msn.com/retirement
Lifestyle Websites
Video Library
NAFA Fixed Annuity Presentation
NAFA Educational Videos for Consumers
Long Term Care
“Hear Rob Lowe, Maria Shriver & others have "The Talk" about long term care planning”
“Meet Bob”
“Meet Sandy”
“Meet Kathy”
“Meet Jack”
Indexed Annuity Leadership Council
"Get the Basics on Indexed Annuities"
"Louise Bridges"
"David Leeper"
"Frank New"
Social Security:
"It Pays to Wait"
"Just the Facts"
LifeLong Retirement Corp does not provide tax or legal advice. Please consult a qualified professional for assistance with any tax or legal issues such as wills and trusts. The information pertaining to estate planning on this page is general in nature and does not constitute tax or legal advice or a solicitation for any such service.