Planning for Success
Ease the impact of investment shortfall from “catastrophe” to “still have enough.” Show your clients strategies for combining investing with guaranteed income.
Breaking the 4% Rule
Fundamental changes in life expectancy and in the economy call for updating retirement assumptions.
Bridging the Retirement Income Gap: Will Social Security be Enough?
Those who have plans to depend on Social Security alone could experience financial consequences if they don’t find an alternate income source.