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?

$
 
   
   
Marathon Financial Strategies
1792 Bristol Farms Court, Suite 101 Grayson, Gwinnett County, GA 30017
Phone: 770 985-0650

mark@marathon-forthelongrun.com

 

Mark DiGiovanni, CFP, is currently licensed in the following states only, and can therefore offer services to residents of these states only.  Licensing in additional states can be obtained as necessary.  Currently licensed states are Georgia, Alabama, Tennessee, Delaware, Minnesota, Massachusetts and New York.   

Securities and advisory services offered through The Strategic Financial Alliance (SFA), member FINRA/SIPC,  Mark DiGiovanni of Marathon Financial Strategies is a registered representative and investment advisor representative of SFA, which is otherwise unaffiliated with Marathon Financial Strategies. Supervising Office (678) 954-4000