Creating Your Lifetime Income Game Plan
The happiest people in retirement are the ones who have an “income for life” game plan.
The question isn’t at what age you want to retire, it’s at what income. No one can control the primary factor that will determine if your money will last in retirement—what will the market be doing when you retire?
We call it “sequence of returns”—The earliest years of your retirement will define your later years.
When it is time for you to take income from your portfolio, if you have one bad year early on, your plan could easily go into a tailspin.
Starting retirement with a conservative portfolio can protect you from Market Volatility–“Tame Your Mix”
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Written by Carla Oglesbee
Oglesbee Law, LLC
Cambridge and Oglesbee Law, LLC are not affiliated.
Cambridge does not give legal advice.
About the Author
Bob feels strongly that you only retire once leaving no room for mistakes. He is dedicated to building and more importantly preserving investors assets. Bob is a Financial Advisor with Cambridge, an independent broker-dealer, honored to be among the most respected firms in the industry.