Retirement Income Strategies
We can help you design an income plan incorporating insurance and investment vehicles to create opportunities for long-term growth as well as income throughout your retirement.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products.
Will I have enough?
Life expectancy for Americans in today’s world continues to be one of the highest in history.¹ While that’s great news, one drawback to a longer life is the greater possibility of outliving your savings. In fact, according to AARP's 2024 Financial Security Trends Survey, 33% of Americans saving for retirement believe they won't have enough money to retire, and just 36% think they will have enough to feel financially secure in retirement.²
Figuring out the ideal way to make your savings stretch over the next 25 to 30 years can not only be confusing, it can also be overwhelming.
But it doesn’t have to be that way.
It never hurts to get a second opinion.
¹ Cara Murez and Robin Foster. HealthDay Reporters. U.S. News & World Report. April 7, 2022. “U.S. Life Expectancy Drops for 2nd Year in a Row.” https://www.usnews.com/news/health-news/articles/2022-04-08/u-s-life-expectancy-drops-for-2nd-year-in-a-row. Accessed July 13, 2022.
² S. Kathi Brown. AARP. April 24, 2024. "AARP Financial Security Trends Survey, January 2024: Sense of Financial Security Holds Steady, Optimism Up." https://www.aarp.org/pri/topics/work-finances-retirement/financial-security-retirement/financial-security-trends-survey/. Accessed Feb. 18, 2025.
Have Questions for Us?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.