LifeGoals Help

Monthly Income Goal for Retirement

Income Goal

When forecasting for your client’s financial future there are two ways to consider monthly income goals in retirement. Enter a “Percent of current income” where you will asked to input a percent of current income or enter a “Specified amount” where you will be asked to enter a monthly income amount in today’s dollars.

Retirement Ages

Enter the age at which your client wishes to retire and when they plan on receiving social security benefits. Social security start age can be any age between ages 62-70. 

Monthly Income Goal for Retirement Notes

Any notes added to the “Monthly Income Goal for Retirement Notes” section will show on the Advisor Notes page in the printed output.