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Calculators
How much do I need to save for retirement? What type of IRA is right for me? How much life insurance is enough and how can it benefit me in the future?
Our financial calculators can help you with common financial questions. Click on one of the general financial inquiries below to experience our user friendly calculators.
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Where can I stay up to date on retirement planning, small business, long-term care, social security and legacy planning?
With our Newsletter where we share with you a wealth of knowledge to help you make informed decisions about your financial future. We've curated a diverse range of content. CLICK above and sign up now!
How do I prepare a strategy to help optimize my benefits for retirement?
The Analyzer is a powerful tool designed to calculate personalized filing strategy options that could help you have more monthly retirement income, more ways to fight inflation, and more income security for a surviving spouse or heirs.
After filling out, please email the forms to me at: tomgilliam@carillongroup.com and I would be happy to take a look at it for you.
How do I decipher the annual tax updates?
From eligible deductions to limits, changes, and deadlines. We’ve attached this handy quick reference guide that outlines key tax information for 2024 so as you look to the year ahead, you have the right information.
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"Will my nest egg SURVIVE
through retirement???"
This article will explain the "Five Primary RISKS" in Retirement Income Planning.
Read it today and take a step forward towards retiring with confidence!
Thomas J. Gilliam, Jr., CFP® ,
THE 5 PRIMARY RISKS
IN
RETIREMENT
INCOME
PLANNING
NEW INTERACTIVE INVESTMENT ANALYSIS
You'll fill out an About You section, Your Goals, and Risk Profile. And with an Analysis, you’ll find our customized proposal, including the insights behind our recommendations.
Fill it out today!
