Use the Risk of Not Taking a Risk calculator with your clients to highlight how opting for lower guaranteed rates of return can impact their portfolio in the long run, especially when taxes and inflation are factored in.
This calculator illustrates how investing in lower guaranteed rates of return, can have a negative impact on your portfolio, once adjusted for taxes and inflation.
This tool empowers your clients to make informed, intentional choices, helping them understand the potential risks of playing it too safe. By using this calculator, they can confidently explore smarter strategies that better align with their financial goals and set them up for lasting success.
Whether retired or just starting out, your clients may be concerned about the impact of inflation on their financial plan. This Risk of Not Taking a Rick calculator is a powerful starting point about risk and return.
A financial plan is a powerful tool to help understand how inflation impacts your ability to achieve your goals. Discover related calculators including:
When inflation goes up it generally costs us more to purchase goods and services like gas, groceries and taxes. It also has an affect on financial planning and returns. This inflation and financial planning infographic highlights what inflation is, how to manage debt and cash flow, and financial planning considerations to plan for uncertainty.
Features
Consumer-facing
These consumer-facing financial calculators can be embedded in your web site quickly and easily.
Responsive
Calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.
Full Branding
Calculators can be fully branded according to your branding style guide. You’ll be up and running with a quick turnaround.
