Get Ahead: Free Financial Planning Tools for Retirement

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Maybe you’ve been saving for retirement for years, or maybe you’re just getting started! Use these free financial planning tools to help you get ahead with your retirement planning.

Get Ready for Retirement Calculators

You may be surprised by how much you’re able to save for retirement by tucking a small percentage of your paycheck away each month. These calculators can help you learn what your savings will look like, and how to prepare your budget for retirement.

Social Security Benefit Calculator

Social Security benefits can boost your budget for retirement. Understand how much your benefits may be so you can add this to your financial planning.

 Know Your Life Insurance Needs

Life insurance can be expensive, but can address a variety of needs. You can get a life insurance quote or talk to an agent/producer to discuss your options.

  • Determine your life insurance needs
    How much does life insurance cost? Use this tool to help determine what your life insurance needs are and how you can continue to financially support your family and loved ones in the event of your death.

 Consider Any Long-term Care Costs

Long-term care insurance isn’t just for medical expenses. It can cover the help needed if daily tasks like cooking or grocery shopping become difficult for you to do on your own. Determine how much to finance for long-term care insurance now and what that will look like for your budget.

  • What are my long-term care needs?
    Costs of long-term care vary depending on your state. This tool provides an idea of what you might pay for a basic policy, and an agent/producer can provide you with a quote if you’d like to discuss more in depth.
  • Learn more about long-term care insurance and its benefits
    Cash benefit, care coordination, waiver of premium, alternate care … What do these all mean? Find out more about these long-term care insurance terms and how you can take advantage of the built-in benefits.

Contact a professional to learn more about your future financial planning needs

Retirement is a fun part of life and can be enjoyed to the fullest with the right budgeting. Contact an agent/producer to discuss how to budget for retirement, beef up your savings, and prepare for any long-term care expenses you may have.

Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. 

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