Income Planning
The goal of retirement is to live off your assets ... not on them.
It’s been made clear: you will be responsible for the largest percentage of your income in retirement, more so than any other generation. As pensions get shut down, and as Social Security reserves continue to decline – finding ways to supplement income in retirement is becoming one of the most important aspects of financial planning. Despite this added burden, proper income planning will allow you to live comfortably, and live the life you envision, in retirement. We provide you a host of strategic options and actionable ideas that can help provide you a steady and predictable stream of income in accordance with your retirement lifestyle goals.
Epic Insights
Jul 26, 2024
Key Takeaways Volatility came back with a vengeance this week as selling pressure in the mega cap space dragged down the broader market. Counterbalancing weakness in these heavyweight names poses a challenge for the rest of the market. Overbought conditions can also be blamed for the recent weakness. The S&P 500 reached a 14.9% premium … Continue reading “Market Update – Assessing the Technical Damange”
Jul 24, 2024
Life insurance can be an excellent tool for charitable giving. Not only does life insurance allow you to make a substantial gift to charity at relatively little cost to you, but you may also benefit from tax rules that apply to gifts of life insurance.
Jul 22, 2024
When you think of Social Security, you probably think of retirement. However, Social Security can also provide much-needed income to your family members when you die, making their financial lives easier. Your family members may be eligible to receive survivor benefits if you worked, paid Social Security taxes, and earned enough work credits. The number … Continue reading “Social Security Survivor Benefits”
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