Creating Your Lifetime Income Game Plan 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”

Contact Olivia at 614-471-1888 or This email address is being protected from spambots. You need JavaScript enabled to view it.

We offer a complimentary consultation!

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Written by Carla Oglesbee
Oglesbee Law, LLC
614-776-4266

Cambridge and Oglesbee Law, LLC are not affiliated.
Cambridge does not give legal advice.


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About the Author

Bob Hanna

Bob Hanna

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.

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Retirement Wealth Strategies is an independent business from Cambridge. Investment Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of Arizona, Florida, Georgia, Kentucky, Kansas, Michigan, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, West Virginia, and Wisconsin. No offers may be made or accepted from any resident outside the specific state(s) referenced. Powered by AdvisorFlex

 

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