Template Detailed Income Gap Calculator -

Advisor Detailed Income Gap Calculator Content Kit

A complete toolkit to help financial advisors integrate, promote, and personalize the Detailed Income Gap Calculator with ease.

Overview

This content kit is designed to help advisors easily promote and integrate the Detailed Income Gap Calculator on their website, social media, email campaigns, and newsletters. Each section provides editable templates you can customize with your firm’s branding, disclosure language, and personal tone. The goal is to make it simple to engage your pre-retiree and retiree audience, drive more website traffic, and convert visitors into qualified leads.

All content can be personalized with placeholders:

[ADVISOR_NAME] – Your name or team name
[FIRM_NAME] – Your firm or practice name
[ADVISOR_WEBSITE] – Link to your website page where the calculator appears
[DISCLOSURE_TEXT] – Compliance disclosure language specific to your firm

Each piece already includes natural prompts for your audience to use the calculator, download their personalized report, and engage with your firm.

Website Content Templates

Short-Form (Above Calculator)

Headline options:

Get a Clearer View of Your Retirement Income and Expenses
Estimate Your Detailed Income Gap in Retirement
See How Your Monthly Budget May Look After You Retire

Body copy:
Use this calculator to estimate your income gap by entering your expected expenses and income sources in retirement. It helps you see whether your projected income will likely meet your future monthly needs — or where there might be a difference to plan for.

CTA:
Try the Detailed Income Gap Calculator Below

Disclosure:
[DISCLOSURE_TEXT]

Tip for Advisors: Keep this section short and above the calculator so visitors see context before they begin.

Long-Form (Below Calculator)

Purpose: For advisors who want to add more educational context, SEO value, and engagement. Use this under the calculator or as a standalone page section.

Headline:
Building a Clearer Picture of Your Retirement Budget

Body copy:
Planning for retirement starts with understanding what life may actually cost. This calculator lets you enter your expected expenses by category — such as housing, healthcare, transportation, and more — to create a detailed monthly estimate.

Once your expenses are entered, you can add your expected income sources like Social Security or pension benefits. The calculator then adjusts for inflation and shows whether your income may cover your projected expenses, or if there’s a gap to address in your plan.

You can also download a personalized report that summarizes your results, making it easy to revisit or share with your advisor.

Try the calculator below to explore how your monthly retirement income and expenses might compare, and where adjustments could make a difference.

[DISCLOSURE_TEXT]

Tip for Advisors: This version works well below the calculator or as a standalone educational resource page. You can add your own insights or a brief video introduction for a personal touch.

Social Media Post Templates

Email Template (Advisors → Clients/Prospects)

Purpose: For re-engaging inactive clients or reaching new prospects through email campaigns or newsletters. This message feels personal and useful without being overly technical.

Subject line options:

Estimate Your Retirement Income and Expenses in Detail
See If Your Future Income Covers Your Monthly Costs
Plan Ahead with a Detailed Income Gap Calculator

Body copy:

Hi [FIRST_NAME],

Understanding your retirement budget starts with knowing what you’ll spend and what income you’ll have. This calculator makes it easy to enter your expected monthly expenses across different categories and compare them to your projected income.

It’s a simple way to see how your numbers line up — and whether there might be an income gap to plan for.

Try it here: [ADVISOR_WEBSITE]

Best,
[ADVISOR_NAME]
[FIRM_NAME]

Disclosure:
[DISCLOSURE_TEXT]

Tip for Advisors: This email template works great in targeted list campaigns to increase open and click rates.

Article / Blog Template

Short Version (100–150 words)

Headline options:

A Simple Way to See If Your Retirement Income Matches Your Expenses
How to Estimate Your Income Gap with a Detailed Retirement Budget
Understanding Where Your Retirement Plan Stands

Body copy:
Knowing how your income and expenses align in retirement is a powerful step in planning ahead. This calculator lets you enter expected expenses by category — from housing and healthcare to leisure — to create a full monthly snapshot.

You’ll see whether your income is likely to cover those expenses, or if there may be a gap to plan for. The calculator also factors in inflation for a realistic view of your future costs.

Try the Detailed Income Gap Calculator below and download your personalized report in minutes.

Disclosure:
[DISCLOSURE_TEXT]

Long Version (500–600 words)

Headline:
How a Detailed Income and Expense View Can Clarify Your Retirement Plan

Body copy:
When preparing for retirement, the most useful insights often come from understanding both sides of your financial picture — what you’ll spend and what you’ll receive. The Detailed Income Gap Calculator helps you do just that by allowing you to break down your expected expenses by category and compare them against your projected income.

What this calculator shows
Start by entering your estimated expenses across key categories such as housing, food, transportation, healthcare, and entertainment. The calculator will total these figures to give you a complete view of your expected monthly spending in retirement.

Next, add your income sources — like Social Security or pension benefits — to see how they align with your projected expenses. The calculator adjusts for inflation and displays whether your income may meet your needs or if there’s an income gap to address.

Why it matters
Breaking expenses down by category helps make your plan more tangible. Seeing where most of your spending may go gives you clarity on how to prioritize, manage, and balance your financial resources in retirement.

Your next step
Try the calculator below to estimate your detailed income and expense picture. When you’re done, download your personalized report and use it as a reference for your next planning discussion. If you’d like guidance interpreting your results, [FIRM_NAME] is here to help.

[DISCLOSURE_TEXT]

Tip for Advisors: You can repurpose this article for your website’s blog, newsletter, or as a long-form educational post on LinkedIn. Consider adding a brief introductory note in your own voice to personalize the experience.