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Planning
Tools
At RightPath Investments, we partner with Money
Quotient™ to
provide you with financial planning tools to help you get a practical
handle on your financial situation, style and goals. Download any of
the available survey tools to start getting answers about your financial
style and how to plan accordingly.
To download any of our PDF format planning tools, simply click on
its title below. If you do not have Acrobat Reader (required to read
these files), you can download a free copy at the bottom of this page.
Tax Planning Numbers
Download a variety of tables that show tax planning figures—from phase
outs and thresholds to maximum contributions and more—for the current
and recent years.
Financial Satisfaction Survey
Do you have a clear sense of which parts of your financial lifestyle
are working well and which are creating problems for you? This short
series of questions can help you and your planner quickly identify
what you are doing well and what problems areas need some attention
to help you feel satisfied and secure.
Life Transitions Survey
This series of questions focuses your attention on four primary areas
where transitions occur in life: work, finances, family and legacies.
By answering these questions, you will be prompted to think about which
areas of your life are in need of extra attention, as well as be able
to better identify, prioritize and act on next steps on your own or
with your planner. This tool can lead to the creation of a Life Transitions
Workbook, or suggest other resources that would be helpful for your
specific situation.
Retirement Planning Survey
Getting real numbers down on paper, even just a few, can really jump
start your retirement planning. To help you see what you need and want
to spend and where the dollars are coming from, download this form
and get started.
Retirement—Thinking
it Through
Ready to retire now? Thinking about it in the next several years? Already
taken the plunge? No matter where you are in the process, you have
not really thought in detail about what you want your retirement to
be. This short series of questions will quickly highlight the areas
where you are in control—as well as those that may have snuck
up on you. Your planner can help you analyze the results and suggest
actions for taking even greater control over your retirement.
What If Portfolio Comparison
Ever wonder what your retirement portfolio would look like if you saved
a little more, had slightly different goals or even just managed your
finances differently? This sample "what if" comparison illustrates
what an impact on goal-funding just 1% additional return can make.
Take a look to see if you would like us to generate various scenarios
for you.
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