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You are here: Home / Dallas Fort Worth Retirement Planners / DFW Retirement Planners: Taking Retirement Calculators to the Next Level

Mar 06, 2018

DFW Retirement Planners: Taking Retirement Calculators to the Next Level

(DALLAS-FT. WORTH, TX – DFW Retirement Planners News) Retirement calculators make planning for retirement easy, right?  You find one on the web, plug in 4 or 5 numbers, hit ‘calculate’ and you’re done!  According to DFW Retirement Planners VP Britni Levensailor, not all retirement calculators are to be trusted.  Levensailor, host of DFW Retirement Radio, was commenting on this issue on her weekly financial planning radio program on 820 WBAP Radio in Dallas-Ft. Worth.

“Good Logic Vs. Bad Logic”  

“The problem with most financial calculators,” Levensailor stated, “is that they are very broad stroke and don’t offer much real detail or granularity.  At our firm, we use a proprietary software that offers a much deeper view of a person’s life in retirement.”  The difference, she says, is the ability to recognize both headwinds and opportunities. She continued, “When you’re planning for retirement, anticipating challenges that will occur in the future is essential.  Our software gives our clients the opportunity to look at multiple scenarios in their lives ahead of time.  Important factors such as taxes, healthcare costs and estate planning are baked into our software.  We call it ‘Good Logic Versus Bad Logic.’”

Alan Maples, financial planner and estate planning attorney from DFW Retirement Planners, says the software is offering new perspective to the firm’s clients.  He added, “I’ve been working in estate planning law for several decades and this is the most robust software I’ve ever seen.  With one client recently, the software uncovered a scenario that allowed them to nearly double their nest egg just by being very strategic regarding when they drew money from specific accounts.”

To learn more about DFW Retirement Planners “Good Logic Versus Bad Logic” planning software, listen to DFW Retirement Radio, Saturdays 2-3 PM on 820 WBAP Radio.  To listen live, click here.  DFW Retirement Planners offers a complimentary initial consultation in their Dallas or Ft. Worth offices.  To learn more, click here or call 888-774-4492 (888-7-Piggy Bank) for more information.

Categories: Dallas Fort Worth Retirement Planners, DFW Retirement, DFW Retirement Planners, DFW Retirement Planners Charity Outreach, DFW Retirement Planners DFW Retirement Radio, DFW Retirement Planners News, DFW Retirement Planners Reviews, Fort Worth - Dallas Financial Advisors Tags: 888-7-PIGGY BANK, Dallas Financial Planner, DFW Retirement Radio, Financial Planner Ft. Worth, Ft. Worth Retirement Advisor, Retirement Calculator, Retirement Planner Dallas, WBAP Radio

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Fort Worth Location
6040 Camp Bowie Blvd Suite 3
Fort Worth, TX 76116
817-569-7600

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17300 Dallas Parkway Suite 3190
Dallas, TX 75248
888-774-4492

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DFW RETIREMENT PLANNERS – GIVING BACK TO NORTH TEXAS

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Insurance and annuities offered through licensed professionals of MBL Insurance Agency dba DFW Retirement Planners, in appropriate jurisdictions.  Investment Advisory Services offered through TRS Advisors, LLC & Jim Poe & Associates, Inc. both state registered investment advisers and affiliated entities. Registration does not imply a certain level of skill or training. This is not an offer or solicitation to buy or sell securities. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies.  Past performance is not indicative of future results.  Investments involve risk and, unless otherwise stated, are not guaranteed. Our firms do not provide tax or legal advice; please consult your tax advisor, CPA or attorney. A copy of the Form ADV Part 2A for our affiliated investment advisory firms is available at https://adviserinfo.sec.gov/.

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