What are the nine key words every retiree must know?

“Do you know what type of investor you are?”

The Constrained Investor^® Calculator answers this question.

Thank you for submitting your results.

I will be in touch to answer any questions regarding your retirement income needs.

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Constrained Investor^® Calculator

Monthly Expenses

Vital Expenses

Housing

Transportation

Food

Clothing

Utilities

Gifts To Family

Medical

Taxes

Other Vital Expenses

Lifestyle Expenses

Occasional Travel

Dining Out

Insurance

Entertainment

Charitable

Other Lifestyle Expenses

Total Monthly Expenses

$0

Constrained Investor^® Calculator

Monthly Income Needed to Fund Your Minimally Acceptable Lifestyle

Minimally Acceptable Lifestyle

Monthly expenses are now multiplied by a factor to calculate your Minimally Acceptable Lifestyle.
The Default Factor, which has been automatically applied, is 30%.

Minimally Acceptable Llifestyle Factor Percent - 30% Default

Monthly Income Needed

$0

Constrained Investor^® Calculator

Calculate the Monthly Income Gap

What is the income “Gap”?
It Is the difference between the income Social Security provides and what you need to fund your minimally acceptable lifestyle.

Please enter your monthly Social Security benefit.

Social Security Benefit

Monthly Income Gap

$0

Constrained Investor^® Calculator

Annual Income Needed to Fund Your Minimally Acceptable Lifestyle

The “Monthly Income Gap” is now automatically multiplied by twelve to determine the “Annual Income Needed to Fund Your Minimally Acceptable Lifestyle”.

Annual Income Needed

$0

Constrained Investor^® Calculator

Assets Available to Produce Income

Please enter your available assets below.

Assets Available

Income-to-Assets Ratio^™

The Income-to-Assets Ratio^™ is calculated by dividing the Annual Income Needed to Fund Your Minimally Acceptable Lifestyle by the Assets Available to Produce Income.

0%

Your Investor Category

If the Income -to-Assets Ratio above is:

Less than 3% you are an Overfunded Investor.
3% to 7% you are an Constrained Investor.
Greater than 7% you are an Underfunded Investor.

Overfunded Investors have a SURPLUS OF ASSETS com pared to the income they need.

Constrained Investors are retirees who should have a thoughtful and consistent approach to creating retirement income.

Underfunded Investors have typically accumulated LITTLE IN SAVINGS.
They will rely primarily on Social Security.

Thank you for your responses.

To receive a PDF record of your result, please complete the form below.

*Name

*Email

*Phone Number

Date

What are the nine key words every retiree must know?

“Do you know what type of investor you are?”

The Constrained Investor® Calculator answers this question.

Thank you for submitting your results.

Constrained Investor® Calculator

Monthly Expenses

Vital Expenses

Lifestyle Expenses

Total Monthly Expenses

$0

Constrained Investor® Calculator

Monthly Income Needed to Fund Your Minimally Acceptable Lifestyle

Minimally Acceptable Lifestyle

Monthly Income Needed

$0

Constrained Investor® Calculator

Calculate the Monthly Income Gap

Monthly Income Gap

$0

Constrained Investor® Calculator

Annual Income Needed to Fund Your Minimally Acceptable Lifestyle

Annual Income Needed

$0

Constrained Investor® Calculator

Assets Available to Produce Income

Income-to-Assets Ratio™

0%

Your Investor Category

If the Income -to-Assets Ratio above is: Less than 3% you are an Overfunded Investor. 3% to 7% you are an Constrained Investor. Greater than 7% you are an Underfunded Investor.

Thank you for your responses.

To receive a PDF record of your result, please complete the form below.

The Constrained Investor^® Calculator answers this question.

Constrained Investor^® Calculator

Constrained Investor^® Calculator

Constrained Investor^® Calculator

Constrained Investor^® Calculator

Constrained Investor^® Calculator

Income-to-Assets Ratio^™

If the Income -to-Assets Ratio above is:

Less than 3% you are an Overfunded Investor.
3% to 7% you are an Constrained Investor.
Greater than 7% you are an Underfunded Investor.