Books and Calculators
Books We've Written
Navigating Your Federal Retirement
By John and Laura Stohlman
This guide, with Foreword by Fran Tarkenton, is a starting point in the journey to successfully plan an exit strategy and achieve retirement goals for federal employees. Readers will develop an understanding of core federal benefits, how they relate to retirement options and learn how to avoid pitfalls and poor election choices. This is a working handbook guiding federal employees with their benefit choices as well as providing a list of important contacts.
I Can Beat the Market: And Other Lies from Financial Professionals
By Dan Searles
Many people don’t understand the role that a financial planner performs. In language a layperson can understand, Dan Searles, CFP®, demystifies financial concepts and explains how a financial planner can provide insight, expertise and help in making important life-changing decisions. “I wrote this book at the urging of many of my current clients who thought my clear, concise plain English and folksy style would make a complicated, difficult subject fun and interesting.”
Click any of the boxes below to crunch your own numbers
RMD for Current Year
What’s your Required Minimum Distribution for this year?
Social Security Benefits
What are your benefit estimates for your actual earnings record?
Will your retirement savings last, or will you run out of money?
Do you know how your 401(k) savings fit into your plan?
How much coverage do I need to protect my family and assets?
Long Term Care
What does care cost? Do I even need insurance for that?
How much insurance would it take to replace my income?
Factoring withdrawals, how long will my annuity last?
How much money do I need to save to cover college?
Taxes and Inflation
What is the impact of taxes and inflation on my investments?
How much should I be investing to reach my goals?
How much should I put away in CDs to reach my goals?