Facts About Pensions
Why Fixed Income should be considered for a portfolio
Protect
Retirees with a guaranteed income spent only 4% of their assets during the first 18 years after retirement. Those who did not spend down 34% of their assets.
Propel
"Research says the secret to a happier retirement is clear:
Friends, neighbors, and a fixed income."
-Wall Street Journal, 2005
Prolong
"People who buy annuities tend to live longer. Apparently, that little extra incentive of the annuity payout keeps people going"
-Freakonomics, January 2013
Personalized Planning
Your second act shouldn't be overwhelming. You've earned the chance to finally enjoy your hard work. Our tailored financial planning solutions are designed to align your money with your goals.
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The best time to plan your retirement was yesterday. The second best is right now.
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