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Financial Planning Tools

Successful planning involves mapping a path to your goals and then following it. The personal finance tools on this page can help you decide what to do financially.

Plan for Retirement

Plan for life's possibilities. Evaluate and prepare for opportunities and uncertainties that might occur in your retirement.

Retirement

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Social Security

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Inflation

Retirement Fund

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Prepare for the Unexpected

Whether it's losing your job, making a major car repair, or suddenly experiencing health issues, be ready for whatever comes your way.

Protect Your Family

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Emergency Fund

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Healthcare

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Long-Term Care

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Long Term Care Analysis

Protected Income

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Make Major Purchases

Are you saving enough for a major purchase - a special vacation, car purchase, or wedding?

And can you reduce credit card or student loan debt to free up more of your budget?

Purchase Goal

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Experience Goal

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Pay Off Credit Cards

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Pay Off Student Loans

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Boost Your Financial Literacy

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Market and Planning Insights

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We are required to deliver two important disclosure documents about our business and relationship with you

• Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
• Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at http://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200. TDD/TTY: 711.

These tools' outputs are based on certain assumptions and information you have provided. Forecasts may not be obtained and objectives may not be achieved. Your Financial Advisor is committed to helping you make the most of our tools.

Citigroup and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

Citi Personal Wealth Management is a business of Citigroup , which offers investment products through Citigroup Markets (CGMI), member . Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated under the common control of Citigroup

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Financial Planning Tools