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Retirement Income Planning

A sound retirement income plan safeguards you for a long retirement, inflation, and market volatility.  It assesses the right amount to withdraw from savings and when to help you reduce the chances of running out of money.  A solid retirement income plan includes guaranteed income, growth potential, and flexibility, as the goals and resources require it.  This plan should prepare you for life's eventualities by combining income from multiple sources to create a diversified income stream, giving you a sense of reliability and predictability. This analysis includes:

  • Social security maximization
  • Income & expense analysis, based on a time horizon assessment
  • Provisional needs & inflation protection
  • Spousal plan
  • Longevity protection

What Does Your Next Chapter Look Like When Every Day Feels Like Saturday?

Resources

The Richest Man in Babylon

The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Interested in a Fuel Efficient Car?

Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mluke@revivalwealth.com  |  704-644-3540

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