Category : Asset Allocation

Helping You With Retirement



We can help you understand and meet your retirement needs.  One tool that we use to do this is the Blackrock CORI Index, which does a pretty decent job of calculating the future income that your current savings can provide, based on 1) Interest rates, 2) Inflation forecasts, 3) Risk adjustments, 4) Life expectancy, and 5) Cash flow presumptions.

The CoRI Retirement Index (CoRI Index) provides a daily “level” that can be used to calculate an estimate of how much annual income your current savings could generate as early as 10 years before retirement. Specifically, your CoRI Index level helps you determine an estimate of how much money you need today to generate each dollar of future, inflation-adjusted annual lifetime income starting at age 65.


For more information on the Cori Index please visit:

Contact us to learn more!