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This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

Andrew Wood, Dan Simon and Alison Slezak are Investment Advisor Representatives. Advisory services are offered through CoreCap Advisors, LLC. a Registered Investment Advisor. CoreCap Advisors, LLC and Daniel A. White & Associates, LLC are separate & unaffiliated entities. 

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Challenge of low returns

November 23, 2011

Pennsylvania retirement planner Daniel White points out this startling retirement planning calculation: He says that in 2000, the average Social Security benefit was $840 per month. To make an equivalent amount of money outside of Social Security - $10,080 per year-a saver who put his money in a five-year Treasuries earning the going rate of 6.16 percent needed about $162,500 in savings.


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PA OFFICE: (610) 358-8942
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