In previous eras, life expectancy was lower and retirement was therefore shorter. Today, with life expectancy at all-time highs, retirement may last 25, 30, 35 years or longer. Over that span, tax laws may change, the laws governing estate planning may change, and the likelihood you’ll need long-term care increases. In the face of these challenges, we work with you to understand your specific needs and goals, and then create strategies utilizing lifetime-income vehicles and other solutions designed to help you navigate potential changes. Our goal is to ensure your nest egg lasts as long as you do.
To better understand the challenges you may face in retirement, as well as the security and income solutions that may be appropriate for your circumstances, we invite you to attend one of our retirement planning seminars.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
