LifeCalculator Premium focuses on the life-cycle challenges and goals of those ages 35-65. It recognizes the specific challenges of these years:
- managing your family budget
- creating an optimum investment plan
- leveraging home equity
- determining your retirement savings needs/gap
- caring for your aging parents
- evaluating healthcare and long-term care insurance
- financing your children’s college education
- paying for a graduate degree
- identifying second careers
- devising smart tax strategies.
Twelve profiles of individuals and families in their 40s, 50s, 60s and 70s are included. Their careers are varied, from construction worker to teacher to scientist to corporate executive, to provide a range of situations.
These individuals and families face a range of challenges, providing real-life examples of the issues and goals you are likely to face yourself. The profiled individuals and famlies have adopted LifeCalculator strategies that have led each of them to millionaire or multi-millionaire status.
When you take control of your financial life, you can own your future and manage risk—and adapt to life’s many changes.
LifeCalculator’s worksheets, profiles and exercises will help you analyze the major financial issues you will face as your life changes. You’ll find tools for calculating your life expectancy; deciding to save or pay down debt; valuing extended employment; creating a risk management plan; optimizing investment returns; and calculating your retirement savings gap.
Intro | Premium | GenXY
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