One of the greatest concerns of those approaching retirement is whether they have saved enough money to last a lifetime. Use this calculator to estimate the lifespan of your retirement portfolio based on your expected return and rate of inflation.       What is the expected value of your investment portfolio at retirement? $ What annual return do you expect to earn on this portfolio (0 to 10 percent)? % What annual rate of inflation do you expect during retirement? % During your first year of retirement, how much money will you need each month? $

William Stafford is an Investment Advisor Representative of, and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc., PO Box 64284, St. Paul, MN 55164 (800) 800-2638, Member FINRA, SIPC and Registered Investment Advisor. Stafford Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities.

 

Services are available only in states where we are licensed to do business. Licensed to sell Variable Products and Life Insurance in  AZ, CA, CO, MA, NV, VA, WV, and UT.  Securities licensed in AR, AZ, CA, CO, FL, MA, NV, NY, OK, OR, UT and WA.