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Research

These Decision Tools are provided by Golish Financial Group. Please select from the links below. If you have any questions about the results from these tools please contact us.

Retirement Planning
  How much should I save?

Are my current savings sufficient?

How much income will my IRA provide?

What is my projected required minimum distribution?

I'm retired — how long will my savings last?
College Planning
  How much should I save for college?

How much will college cost?

Should I live on campus, off campus or at home?

What is the value of a college education?
Insurance
  What is my life expectancy?

How much disability income do I need?

How much will I earn in my lifetime?

What are the tax advantages of an annuity?

Can I live on a fraction of my income?
(Berkshire Life's Disability Income Coverage calculator)
Investments and Savings
  What is my risk tolerance?

How much should I save to reach my goal?

What is the impact of inflation?

What is the value of tax deferral?

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