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Tools

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 topics below to experience our user friendly calculators.

Resources

From eligible deductions to limits, changes, and deadlines, deciphering the annual tax updates can be challenging. 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.

Prepare a strategy to help optimize your 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 tomgilliam@carillongroup.com

Downloadables

Retirement Income Planning Risks Revealed!

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THE 5 PRIMARY RISKS
IN
RETIREMENT
INCOME
PLANNING

Thomas J. Gilliam, Jr., CFP® ,

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"Will my nest egg SURVIVE

through retirement???"

This article will reveal the "Five Primary RISKS in Retirement Income Planning".

Read it today and take a step forward towards retiring with confidence!

picture of Thomas J. Gilliam, Jr.,

Have a question? 

Thomas J. Gilliam, Jr., CFP®, President/Financial Advisor

Office: 636-777-7011

Email: tomgilliam@carillongroup.com

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