Welcome to ErikMLindgren.com! Here you will find a wealth of information in the form of newsletter articles, calculators, and research reports.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.
I am here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit often. I regularly update the site to keep you informed in the area of personal finance.
Thank you for visiting and have a great day!
Erik
Newsletters
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What’s New for 2025?
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
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Key Retirement and Tax Numbers for 2025
This article outlines some important IRS cost-of-living adjustments for 2025.
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Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
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Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.