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Education Creates Confidence!

These are some resources you may find interesting.  When you want to talk, we're here for you.

Schedule A Meeting

Retirement Income Worksheet

Guide to calculating retirement income needs (pdf)

Social Security Benefit Calculator

Social Security Administration benefit calculator (link)


Investment research and analysis (link)

National Institute on Retirement Security

A nonpartisan, non-profit, research institute (link)

Couples Retirement Study

Analysis of retirement preparedness, from Fidelity Investments (pdf)

Sources: 1, 2, 3, 4