I usually tell people that there’s a big
IF right in the middle of life. Just as you never know what may happen in
the game of Life, there are many “what ifs” when retirees begin to plan for
their retirement. For retirees and soon to be retirees, there
are many ifs running through their minds. One of the biggest
retirement planning concerns is if they will outlive
their income. The good news is that there are products,
processes and plans available to help mitigate longevity risk (outliving
one’s income).
We typically address 3 core retirement planning scenarios with our
clients:
