Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
Six Unique Risks to Retirement Income Planning
As part of the retirement income planning puzzle, there are several unique risks or challenges that you must account for in your planning for retirement that are different from the risks when simply saving for retirement. Unknown Time Frame – Longevity Risk: No one knows how long they will need
What should you expect in regular progress meetings with your advisor?
Regular progress meetings should be scheduled during the year to update and adjust your retirement income plan. Your advisor should behave more like a guide to help you navigate the changes in your life by adjusting your Retirement Road Map to keep it on track. As part of this effort,
How do you Create a Retirement Road Map?
Once you have found a financial advisor that specializes in retirement income planning, they should be able to guide you through the process using a series of meetings that will: Identify your values and what is important to you. Determine what your retirement goals and income requirements are. Discuss your
Where do Financial Advisors work?
If you are unwilling to create and manage your own Retirement Road Map, you will want to find an advisor that specializes in working with people who, like you, are planning for the transition to retirement or who may already be retired. A report from July 2014 called “Sound Advice
Planning your Will and Powers of Attorney
A common question we received is what we should consider when planning our wills and powers of attorney. The following excerpt from the Book – Preserving Wealth describes this. APPENDIX C: PLANNING YOUR WILL AND POWERS OF ATTORNEY Introduction This document contains background information regarding the planning of your Will
Retirement Income Withdrawal Strategies
Retirement Income Withdrawal Strategies In our conversations with people making the transition from their working years to retirement, many have done a great job of saving over time. They end up with many potential retirement-income sources but are unsure of how to put it all together. As a result, retirement
What is the First Step to Creating your Financial Road Map for Retirement?
The Six Levers to Retirement Income Planning
The Four Pillars to a Successful and Happy Retirement
A Power of Attorney Guide for Property
Smart Tax Strategies for Retirees: The Four Types of Income in Retirement
Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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