SHORTFALL OR SURPLUS?

We have often discussed that one of the biggest risks to a comfortable retirement is running out of money too soon. Sometimes the difficulty is in figuring out where you stand, so I thought to share with you an on-line calculator which “helps you determine your projected shortfall or surplus at retirement. You can also see just how long your retirement savings will last.” If your results project a shortfall, call us to discuss some options you may not have considered. We’re always here to help.

Click Here to Read Full Article

Leave a Comment

Scroll to Top

Access Your Policy

American Equity Client Portal Registration Page: Click here

Allianz Client Portal Registration Page: Click here

Reach out to us by calling (503) 908-0109 or by emailing office@GreenLineNW.com if you’d like assistance!