This week’s article states that “Individuals engaged in financial planning for retirement have no shortage of resources available to provide guidance on how much to save and how to invest those savings. If one does a Google search on the term “retirement planning,” the lion’s share of the over 1.2 million hits appear to guide one to websites that discuss various features of the saving and investment decisions. Given the dominant focus on saving and investment, the typical worker could be forgiven for believing that “retirement planning” is synonymous with “wealth accumulation.” While wealth accumulation is an important ingredient in any financial plan, it is not sufficient to ensure financial well-being in retirement. A particularly glaring shortcoming of the focus on wealth accumulation is that it fails to consider how one’s assets will be converted into a stream of consumption in retirement.” Call us if you are looking for options that provide a stream of income in retirement that you can’t outlive. We’re always here to help.
A STREAM OF CONSUMPTION IN RETIREMENT
*DISCLAIMER: This Newsletter is for informational purposes only and does not constitute a complete description of our services or performance. This Newsletter is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this Newsletter should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESS OR IMPLIES, AS TO ACCURACY, COMPLETENESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. All logos and trademarks are the property of the respective trademark owners. Use of third-party trademarks shall not be construed as affiliation, endorsement or joint venture. ® and TM denote registered trademarks in the United States and other Countries.
This commentary was created by a third-party for the Agent’s use. NTM 08-27.