Retirement Planning Trade Offs

“This infographic can trigger great conversations with clients about their expectation for their retirement”

From pension sources and investment returns to inflation and retirement needs, the Retirement Planning Trade Offs infographic speaks to the many factors involved in planning for retirement. Some factors include:

Inflation: Over time, inflation increases the cost of goods and services, which can significantly reduce the purchasing power of your savings. Planning for inflation is vital to ensure your retirement funds will cover your future needs.

Current Savings: The amount you’ve already saved is the foundation of your retirement plan. Understanding how much you’ve accumulated—and how much more you need to save—helps determine if you’re on track or if adjustments are needed.

Retirement Age: Your desired retirement age influences how much time you have left to grow your savings and how long those savings must support you. A later retirement means more years of contribution and growth, while an earlier retirement requires more aggressive savings and investing.

Rate of Return: The rate at which your investments grow determines how quickly your savings compound. A higher rate of return can accelerate your progress toward retirement, but it may also come with higher risk. Balancing risk and return is key to meeting your long-term goals.

Infographic Features

• 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.