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Investment Calculators
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Financial Preparedness Index (FPI)
Investor calculators
What is your FPI – Financial Preparedness Index?
Your current age
Spouse’s current age (if applicable)
Current annual income ($)
Spouse’s annual income (if applicable) ($)
Cash/Liquid Savings ($)
Investments & Retirement Savings ($)
Current annual savings: (% of combined income)
Total debts ($)
Existing life insurance ($)
Anticipated inflation rate: (%)
Anticipated salary increases: (%)
Desired retirement age
Expected investment return: (%)
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