FREE RETIREMENT REPORT
The Blueprint To Generating Growth and Income for Retirement... Safely
A personal retirement income strategy is a specific and detailed plan… tailor made for you… that may be able to help you enjoy your retirement years by specifically…
- Helping ensure you may never run out of income in old age
- Setting up income so it has the potential to automatically hedge against inflation
- While still focusing on growing your nest egg.
In This Free Booklet I’ll Show You…
The 8 Crucial Questions
If you are in the position of being retired or nearing retirement, here is a list of 8 Crucial Questions for you to consider when choosing a financial professional and retirement plan.
Specifically, if you cannot answer “YES” to EVERY question on this list then a personalized retirement income strategy could add value to your financial security and retirement planning…
The 3 Foundational Financial Buckets
Various financial strategies can be either good at generating income and bad at growing a nest egg… or good at growing a nest egg and bad at generating income. By having a strategy that doesn’t cover both these needs in retirement, you could leave yourself open to losing your savings in the next market downturn… or inflation possibly eating away at your savings, as the cost of living inevitably goes up over time.
How to Generate Income In Retirement
When retired we don’t have the luxury of a paycheque coming in each week. There are various financial products and strategies available to help generate the income you need to live. We can look to help pinpoint the financial products and services that are suitable and appropriate for your particular circumstances, needs and goals.
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The information presented here is not specific to any individual's personal circumstances. My Strategic Wealth Team does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable- we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.