client
tools

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.