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Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
75 percent of Americans agree they would benefit from having basic financial education and information.* Only 41 percent of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.** How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you? What are all these three- and four-letter acronyms? Where do you even begin when you’re trying to learn about retirement income planning options? We're here to make things simple.Our articles give you a comfortable place to start. Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. (They are not intended to predict future returns or results.) Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics. You can also download our complimentary articles to begin learning more about various topics related to retirement income planning.
Calculators
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Is your retirement income strategy
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Videos
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401(k) Rollover Options Whiteboard Video
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.
* Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling
** Source: Employee Benefit Research Institute, 2017
* Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling
** Source: Employee Benefit Research Institute, 2017
Gregory JohnsonPhone: 480.833.1553
Email: [email protected] Vision Financial Advisors 4140 E. Baseline Rd. Ste. 201 Mesa AZ 85206 |
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Advisory services provided by Vision Financial Services, Inc., a registered investment advisory company.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. AR - 3468 | 17671 - 2018/5/23
Advisory services provided by Vision Financial Services, Inc., a registered investment advisory company.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. AR - 3468 | 17671 - 2018/5/23