Retirement Portfolio Lifespan  

One of the greatest concerns of those approaching retirement is whether they have saved enough money to last a lifetime. Use this calculator to estimate the lifespan of your retirement portfolio based on your expected return and rate of inflation.

     

What is the expected value of your investment portfolio at retirement?

$

What annual return do you expect to earn on this portfolio (0 to 10 percent)?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
Wealth Advisor, Financial Planning, Investment Advisor, Estate Planning, Insurance, Mortgage, Reverse Mortgage
141 North Main St
Cleveland GA 30528

35 N Chestatee St
Dahlonega, GA 30533
Phone: (706) 865-0121 • Fax: (888) 404-3296
• john@bluecreek.net

All content on this site is for information purposes only.  Opinions expressed herein are solely those of John Essigman Wealth Advisors LLC and our editorial staff.  Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation.  Fee based financial planning and investment advisory services are offered by John Essigman Wealth Advisors LLC, a Registered Investment Advisor in the State of  Georgia. Securities products are offered through Gradient Securities LLC, Member FINRA / SIPC  John Essigman Wealth Advisors LLC and Gradient Securities LLC are unaffiliated companies.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Georgia or where otherwise legally permitted.

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