In Catholic Financial Life's FREE Ebook, you will find tips on retirement preparedness, moving from saving to spending, keeping taxes at a minimum, managing your money in retirement, what to do when something bad happens, and leaving a legacy.
It's never too early to plan for the future. This workbook will offer valuable instructions for your family if the unthinkable happens.
Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound financial plan for you and your family. It is never to late to purchase a life insurance policy to ensure that your final expenses and your family's needs will be met, even after you are gone.
You may think that you are adequately insured in the event of your death. It may surprise you how quickly the tax-free insurance proceeds may be depleted by your survivor income needs.
One method of retirement planning is to project what you are currently saving and have accumulated to date and see if you will have enough to meet your retirement objectives. Use this calculator to determine when/if the money will run out during retirement and it will recommend additional savings if required.
You have worked hard to accumulate your savings. Now what? Use this calculator to determine how long your savings will last with regular withdrawals, also known as income stream.
Unlike a taxable account, a fixed annuity enjoys the benefits of tax deferral. Which means the value of your annuity grows tax free until you start withdrawals. Protect your money from market fluctuations with annuities. Use this calculator to help determine your annuity value in a given year.
There are basically three ways to fund your long-term care needs: self-insure, qualify for Medicaid, or obtain long-term care insurance. Use this calculator to determine your potential long-term care needs and how long your current assets might last.
Funeral expenses can vary from several thousand dollars up to $15,000 and more depending on which services you select. Funeral homes and crematoriums provide a list of expenses, some of which have been enumerated here. Use this calculator as a guideline to help estimate your burial and final expenses.
Find an Advisor