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Retirement Income Planning

Where will your retirement money come from? Most people try to plan by using simple math concepts, such as earning a particular rate of return, or withdrawing a set percentage of their retirement accounts every year. However, the flaw in that strategy is that retirement is much too complex to apply simple math – there are far too many variables involved. If you are like most people, qualified retirement plans, social security, personal savings, and investments are expected to play a role in your retirement. But proper planning shouldn’t stop there.

Once you have estimated the amount of money needed in retirement, a sound approach involves taking a close look at your potential retirement-income sources. Outliving your money in retirement is a risk that many people fail to consider when planning for their financial future. Advances in science and technology contribute to a longer life expectancy. But what have we done to make sure our money lasts?

We understand that you have a specific vision in mind for your retirement, and we want to do what we can to help you reach those goals.

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