Below, you’ll find some commonly asked questions – questions you’re probably asking yourself. But, more important, you’ll find answers.
How can I live comfortably in retirement without draining
my entire savings?
By utilizing an income-producing portfolio, retirees can limit their dependency on market performance and reduce the amount of principal they must access annually. A focus on rising income will be necessary as expenses for retirees are not generally fixed.
Am I doing all that I can to make my retirement go smoothly?
Few people have the time or in-depth knowledge to ensure that they’ve thought of everything – that’s where advisors come in. A full review of current financial plans can ensure that issues such as insurance contracts, wills, and beneficiary forms are up to date and suitable. A review of your portfolio is also necessary to determine if your needs are being met.
Will my spouse and I have enough money to retire and send
our children to college?
By following a conservative investment approach and evaluating specialized educational savings plans, young individuals and families are better prepared to realize each of their long-term goals.