Getting to a Number

There are different levels of retirement for everyone. Being able to achieve Financial Security, Financial Independence, and the pinnacle retirement dreams all require different levels of retirement funds. It all starts with getting to a number - a target that can allow you to take action and realize that it may be more achievable than you originally thought.

As an exercise, JDR Bastion Financial Group put together a basic calculator to help those with some basic calculations. We had to balance between putting too much detail for accuracy and using too little so that the number isn’t usable. We hope that you appreciate this tool.

In no way should this calculator be construed as including any professional advice by JDR Bastion Financial Group. Please reach out to your advisor so that we may tailor more precise numbers for you and help develop a plan of action to meet your goals.

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Building a Rock-Solid Retirement: How Annuities Can Help

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Taxes, Inflation, and Retirement