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2022 YEAR END FINANCIAL CHECKLIST

The last two years may have brought some unexpected changes to your financial life.  Maybe you have decided to retire early, lost a job, or even sold your home within this last year. Even if you have not made any major life changes, it’s important to review your entire financial picture as the year wraps up.

INFLATION CALCULATOR

Are you aware of how much inflation can
impact your retirement?

The answer may surprise you. Use this calculator to estimate how much more income you may need when factoring in inflation between now and when you reach retirement age.

Social Security Calculator

Social Security can be a significant part of your retirement income. Use this retirement calculator to estimate your Social Security income.

Budget Calculator

The Sachs Budget Calculator can be used to calculate a how much you need to set aside for your expenses.

Life Insurance Calculator

 

The Sachs Life Insurance Calculator can be used to calculate your expected coverage amount.