Deciding when to retire isn't as simple as it used to. Roughly 8,000 people turn 65 every day. According to the Government Accountability Office (GAO), a husband and wife both aged 65 have approximately a 47% chance that at least one of them will live to his or her 90th birthday and a 20% chance of living to his or her 95th birthday. As life expectancy continues to climb, the fear of outliving one's assets has become top-of-mind for most Americans. Today, it's becoming more important than ever to put retirement strategies in place that guarantee lifetime income. And to do so, both financial and personal concerns need to be addressed as you develop a retirement strategy. Below you will find a few tools to get you started, but the most important move you'll make is to consult a financial planner.
The objective of estate planning is to conserve and transfer your assets through a logical process that helps reduce legal entanglements and taxes while increasing the wealth transferred to your beneficiaries. Click to
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Your retirement savings could be substantially depleted if you were disabled during your working years.
Get a DISABILITY QUOTE.
Understand some of the opportunities and challenges you may face as you determine your retirement age.
CLICK HERE to download the brochure + checklist.
A critical component of retirement planning—and one that can be overwhelming and potentially costly if you are uninformed. SCHEDULE A CONSULTATION to learn more & receive a Social Security Maximization Report and increase your benefits.
What will your spouse's retirement days look like should you die early? Leave a legacy of security. Get a
LIFE INSURANCE QUOTE.
Easy, relaxed phone consultations with a Certified Financial/Retirement Planner. Timing is everything, start the conversation today!
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Policies should undergo a yearly review. What you bought then may no longer suit your lifestyle changes since.
Schedule POLICY REVIEW.