Education Tools

In our experience, consulting an experienced professional is your most reliable chance at a solid financial future. The value of a talented Certified Financial Planner™ professional generally cannot be matched by self-study and internet calculators. Often times, individual clients’ diverse circumstances do not fit into the classic, stereotypical situations laid out in many advice articles.

There are, however, rules and tips that can be beneficial to varying situations and are useful to know as you begin thinking about your financial future in terms of Retirement Strategy, Social Security Planning, and Estate and Wealth Transfer Strategy. These tips will also give you the opportunity to take an informed stance when you do begin your consultations with your chosen financial professional.

Important Links

Below is a list of retirement and Social Security calculators as well as useful websites to explore Retirement Strategy, Social Security Planning, and Estate and Wealth Transfer Strategy tips to help you start picturing retirement in an achievable and productive way. It is recommended that you use this as a starting point for your conversations with your chosen professional who can create scenarios that are more suited to your individual needs.

Personal Finance Articles

Retirement Planning Articles

Retirement Lifestyle

Finances in Retirement

Forced Early Retirement

Social Security Planning Articles

Social Security

NOTE: The following link will take you so the Social Security Administration website (SSA.gov) and away from LifeLongRetirementCorp.com.  LifeLong Retirement Corp is not affiliated with the Social Security Administration or the U.S. Government.  Any information provided to the following sites will not be made available to LifeLong Retirement Corp. 

Medicare

Wealth Transfer and Estate Planning Articles

Financial Calculators

Using Financial Calculators

Retirement Calculators

Social Security Calculators

NOTE: The following links will take you so the Social Security Administration website (SSA.gov) and away from LifeLongRetirementCorp.com.  LifeLong Retirement Corp is not affiliated with the Social Security Administration or the U.S. Government.  Any information provided to the following sites will not be made available to LifeLong Retirement Corp. 

Retirement-Focused Websites

Lifestyle Websites

Video Library

NAFA Fixed Annuity Presentation

NAFA Educational Videos for Consumers

Long Term Care

“Hear Rob Lowe, Maria Shriver & others have "The Talk" about long term care planning”

“Meet Bob”

“Meet Sandy”

“Meet Kathy”

“Meet Jack”

Indexed Annuity Leadership Council

"Get the Basics on Indexed Annuities"

"Questions to Ask When Purchasing a Fixed Indexed Annuity"

"Louise Bridges"

"David Leeper"

"Frank New"

Social Security:

"It Pays to Wait"

"Just the Facts"

LifeLong Retirement Corp does not provide tax or legal advice. Please consult a qualified professional for assistance with any tax or legal issues such as wills and trusts. The information pertaining to estate planning on this page is general in nature and does not constitute tax or legal advice or a solicitation for any such service.