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?

$
 
   
   
Centinel Financial Group, LLC
896 Main Street 2nd Floor Walpole, MA 02081
Phone: 508-668-1612 ext 608 Fax: 781-834-2926
rharwood@centinelfg.com

160 Gould Street, Suite 212 - Needham Heights, MA 02494 - 781-446-5000

We are licensed to sell Insurance Products in the following states:
Massachusetts, Rhode Island.

We are registered to sell Securities in the following states:
Massachusetts, Rhode Island.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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