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

Rental Car Insurance
Jun 5, 2023

The rental car you’re driving while on vacation or a business trip is nice–you almost wish you could take it home with you. But what happens if you have an accident while you’re renting it? When you do go home, the last thing you want to take back with you is the liability associated with … Continue reading “Rental Car Insurance”

Understanding Risk
Jun 2, 2023

Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion.

Asset Protection in Estate Planning
May 31, 2023

You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others. To insulate your property … Continue reading “Asset Protection in Estate Planning”

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