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Showing posts from April, 2016

What Is Your Number? Nest Egg Threats...

The Cato Institute is a non-partisan think tank that is nationally recognized for its leadership in the issues of individual taxation, limited government and more. 
https://www.cato.org/blog/estate-tax-lobbying

Based on your current retirement plan built for today, do you know the age at which you will run out of gas, the age at which you will have outlived your assets?  If there is another recession or financial crisis, would your number be different? Can you afford another loss of principal?
Is your nest egg safe?  Learn about the threats to your nest egg such as: InflationMarket RiskLongevity Risk
The best retirement plan guarantees no principal loss and guaranteed, lifetime income to cover your lifestyle.  I believe in a balanced plan with great flexibility and one that also includes sufficient amounts of liquidity for the unexpected.  
Is your retirement plan structured this way? Does it provide you with enough guaranteed lifetime income that is not vulnerable to loss, regardless of ma…