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Inflation Nation
How to Use it
Our inflation calculator helps people understand why inflation is one of the five key risks in retirement. It educates users on historical inflation and the impact of inflation on purchasing power. On the first tab, choose a category of goods and services and move the time horizon slider to see the cumulative effect of inflation. On the second tab, we tie together inflation and investment risk and returns.
Retirement Simulator
How to Use it
Give your clients, prospects, or employees a sense of where they stand in terms of retirement readiness without going through detailed planning. Answer questions such as: Am I saving enough for retirement? When can I retire? Will I need to work in retirement? How could my investment mix affect my potential income replacement ratio? What portion of my income can be guaranteed to last as long as I do?
Risk Professor
How to Use it
This calculator is incredibly versatile: reinforce the value of long-term investing, introduce risk profiling, and discuss asset allocation. Adjust the sliders and see how risk and return are related. It’s a great segue to our Frequent Flier calculator.
Super Saver
How to Use it
Show your client how much that new HDTV costs in terms of future retirement income. The Super Saver calculator provides a way for investors to think of and evaluate spending decisions as a trade-off between consumption today vs. consumption in the future. It’s so straightforward it doesn’t need instructions: just illustrate one-time or recurring expenses, then designate cash or credit as the funding method.