Your Income for Life Report
Identify Your Actual Need So You Don’t Outlive Your Money!
We all try to save, and we contribute to a 401k or pension plan (if we have one), but are you truly prepared for retirement? Most of us spend more time preparing for a vacation then we do for retirement. Will you have enough income when you stop working? Let’s take a look at the Income for Life Strategy.
The first step is to get a clear picture of what you have now. Here’s what we look at:
What Are Your Top Concerns?
Here are typical responses :
When we do an assessment, we look for the Gaps where the numbers come up short; we also look for possible Cliffs where a sudden loss will dramatically alter your retirement landscape.