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Phone: (502) 245-2484

Retirement Solutions

As baby boomers retire in large numbers, they wished they had saved more. On 24% are confident that they have enough money to last throughout their retirement, according to a study by the Insured Retirement Institute.

We have some retirement planning tools that can help answer some questions:

  • How can we maintain our lifestyle?
  • How long will our money last?
  • What if one of us dies prematurely?
  • When should I start Social Security?
  • What if one of us needs Long Term Care?

Retirees need to be concerned about how inflation may impact their loss of purchasing power. Taxes have a negative impact on retirement income and retirees need to increase their after-tax income.

You have heard the saying the higher the risk the higher the return. We have strategies that will lower our clients risk, provide growth, and increase income.