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Income planning

Let’s think about how these three buckets (savings, income and lifestyle) impact whether you’re able to live the life you want in retirement. The goal here is to protect your lifestyle, and a good retirement plan provides enough income to do just that when you’re done working. The question is, how do you position your savings and income to have the best shot at protecting and even improving your lifestyle? 

A good retirement plan focuses on income and not necessarily on the value of your savings, because income is something you can protect and therefore control. If you build your plan right, even if your savings are negatively impacted by market changes, you can still rely on protected income streams to maintain your lifestyle.

I will help you build a retirement income plan that includes protected lifetime income to help you be secure through volatile markets and have confidence that you will be able to achieve the lifestyle you want in retirement.

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