Zuk Financials

By Mail:

1195 Park Avenue, Suite 205 Emeryville, CA 94608
info@zukfinancial.com

By Phone:

800-660-6291

By Fax:

510-547-8987

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How long will my money last with systematic withdrawals?

 

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. This service shall not infer that the company assumes any fiduciary duties. In addition, such service should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

 

Note: Zuk Financial Group and its affiliates do not provide legal, tax, or estate-planning advice. For questions about a specific situation, please consult a qualified adviser.

 

Financial calculators and financial information provided are for general information and should not be construed as investment advice or relied upon to make investment decisions. Accuracy of the calculators and their applicability to your circumstances is not guaranteed. Please keep in mind that it is possible to lose money and not achieve the objectives of the calculators. Dividends and returns on investment are neither estimated nor guaranteed. Actual dividends and returns on investment may be higher or lower than the results attained in the hypothetical calculations.  Investments seeking higher rates of return generally also involve a higher degree of risk.  Neither Zuk Financial Group nor NPC is responsible for the consequences of any decisions or actions taken as a result of the information provided by these calculators.

 

· Not FDIC/NCUA insured · Not bank/CU guaranteed

· May lose value · Not a deposit · Not insured by any federal agency


©2013 Precision Information LLC, publisher of the Educated Investor. All rights reserved.

 

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Investment Analysis & Portfolio Design

Not only do your investment strategies need to align with your goals, they should also work within your risk-tolerance level. We take all this into account when we perform our extensive portfolio review, while also figuring in your specific time horizon, investment objectives, tax efficiency and inflation impact. We also design, implement and monitor your portfolio.

Pre & Post Retirement Planning

Prior to retirement the primary questions are always, "When can I retire?" and "Will I have enough money to last my lifetime?" After retirement, the determination of how and when to withdraw money from savings becomes the focus, so as not to outlive the nest egg.

Education Funding

With rising college and education costs requiring a significant amount of resources, it’s essential to identify the most effective ways to save. We can help you make sense of the educational funding options available to you, by comparing 529 plans, Coverdell IRA, Uniform gift to Minors Act, Roths, and more to see what works best for you. We’ll also consider debt restructuring through home equity or refinance, TSA loans or qualified plan, life insurance options and other strategies.

Insurance Analysis

While no one can predict the future, it’s important to be prepared for possible contingencies down the road. We can work with you to calculate income replacement needs required by your family, dependents or business and then review all the insurance options available to you, including disability, term, universal and whole life policies.

Estate Planning

With any good estate plan, the goal is to not only to build the estate, but to protect the assets for your own use and to provide peace of mind and security for your loved ones. That requires a thorough review your estate plan, and a discussion of living trusts and wills, plus beneficiary designations on accounts and their implications. Then, we can recommend strategies for asset protection and the transfer of wealth, including but not limited to long term care, insurance analysis and charitable gifting.

Financial Goals Assessment

The first step with any financial plan is to evaluate your financial state and identify goals and priorities, and then organize them into a mutually agreed upon plan of action. Your risk tolerance is also considered, along with strategies to address the requirements of your plan, including the impact of any upcoming life transitions.

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