Mid-Career Airline Pilot Resources
Booklets, Checklists & Worksheets
From the Right Seat to the Left Seat
This booklet outlines important considerations for new captains and some tips to help ease your transition to the captain’s seat.
Pilot Booklet
Pilots have a unique set of needs, challenges, and goals. Find out how we can help you achieve financial security at each stage of your career and throughout retirement.
Financial Planning Checklist
Learn what actions you need to take to build a comprehensive plan and prepare for your financial future.
Budgeting Worksheet
Download the budgeting worksheet to help you keep track of your family’s budget for over 75 items, including some you may not have considered.
Calculators
401(k) Calculator
Questions about furloughs, loss of income, displacement, and potentially early retirement. Learn how these changes and the decisions you make today can impact your financial future.
Retirement Savings Calculator
Estimate how many years your current savings could last in retirement, and find out how much additional savings you may need to accumulate to avoid running out of money.
Economic Recovery Calculator
Even a very large investment loss can be recouped if you are able to leave your money invested and begin adding new money. Learn what it might take to rebuild and recover from your loss.
Retirement Paycheck Calculator
Are you on track or falling short of your retirement income needs? Find out what your potential retirement paycheck could look like based on your current contributions, savings, and other factors.
Request a Custom Financial Consultation
Discuss your financial situation with an advisor who understands your unique needs, goals, and circumstances. Get answers to questions such as:
- When would you like to retire?
- How much do you need to save?
- Do you know how to maximize your airline benefits?
- What are your short-term and long-term financial goals?
You’ll also get a better understanding of your probability of successfully achieving your goals at your current savings rate. Having clarity about your financial picture today can provide significant peace of mind for the future.