Deciding when to retire is a complex decision. This FreshPlan infographic outlines many of the considerations for clients who are considering taking a package. Additionally, the Retirement Readiness infographic illustrates the benefits and challenges of early retirement.
Commuted Pension Considerations
When it comes to retiring with a defined benefit pension, you may have options. This Pension Considerations infographic illustrates some of the many pros and cons of each option. Deciding to take regular payments of monthly income or a lump sum commuted value from the plan requires careful consideration.
Retirement Planning Calculators
To assist with your retirement planning, there are a number of robust Retirement Planning calculators inside FreshPlan financial planning software including:
- Retirement Planner
- Retirement Projections
- Will the Money Last?
- Inflation and Retirement Income
- and many more …
- Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
- Personalized for individual Advisors
- Current and timely for client communications
- One of many infographics included in FreshPlan software
Calculate. Educate. Plan.
Communicate complex concepts from all areas of financial planning with current, visual infographics.
FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.