Retirement planning is figuring out how much money you will need to have saved up when you retire so that you can live comfortably. It involves estimating how long you will live and how much money you will need each year to cover your expenses.
Learn more about retirement planning from our financial advisors below.
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Retirees say they would rather die than run out of money! Not so fast! Annuities provide income for life.– Rick Maraj The Retirement landscape has changed, and more and more. . .
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“For years, pre-retirees have been told to follow a “120 minus your age” investing formula. But, do dramatic shifts in the economic landscape make that advice obsolete?” Eric Coons A. . .
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William Bengen is considered the father of the systematic withdrawal theory. Bengen, in his extensive research, tested hundreds of portfolios to create a standard portfolio withdrawal rate that would survive. . .
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“Since the pandemic was first declared, over 2 million older workers have exited the workforce for good. But, unfortunately, this is not always by choice.”- John Ripley Forced early retirement. . .
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“You cannot avoid paying taxes on an inherited annuity, but there are several things you can do to defer the pain.” While inheriting an annuity from a loved one can. . .
“Annuities are among the most misunderstood retirement and income products on the market. Even some agents who sell annuities don’t truly understand them or their power to transform your retirement.”. . .
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Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.
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