Do you know what income you’ll need to fund your desired retirement lifestyle? Do you know the size of the nest egg you’ll need to create that income, and allow for the unexpected? At Lineweaver Financial Group, we begin with a “Rule of Thumb” calculation (table 1). We view this calculation as a vital starting point which is then complimented by addressing the most pressing issues identified in the Lineweaver WealthWatch Personal Needs Worksheet. To save you time and money, all plans and issues are then resolved and coordinated under one roof at the WealthWatch Center – your one source for your important money matters.
|Full Lifestyle during Retirement-85% of income:||(ex.$85,000)|
|Restricted lifestyle during retirement-70% of income:||(ex.$70,000)|
|*Total assets required||?|
* Incorporates life expectancy, inflation and rates of asset growth, among other variable factors