Retirement Income Planning

You have worked and saved in order to enjoy a certain lifestyle when you retire, but there are a number of questions you need to consider.

How have you planned for the risks associated with the possibility of a longer than expected life?

How have you designed your retirement portfolio in order to deal with the inevitable market volatility?

What about the need to account for inflation?

How do you plan to manage rising health care costs and the possibility for the need for long term care?

How do would you convert your assets over into a workable income distribution plan to reduce the possibility of running out of money?

How should my asset allocation differ when going from wealth accumulation to wealth distribution?

Do you have a plan that combines wealth management, tax planning, asset allocation, and Social Security optimization so you can enjoy the lifestyle you desire?

Please feel free to call us at 859-586-9448 to schedule a time to discuss your personal situation.