Your dream of a lifetime: What does retirement mean to you? Take a moment to picture how you’d like to fill your days. Your ability to live the lifestyle you envision will depend largely on your ability to achieve financial independence during your retirement years. Which is why you’ve worked so hard, saved and invested.
Plan to address retirement risks: When your objective becomes a predictable retirement income, protecting assets on the downside becomes more important than out-performing on the up side. Therefore when you are investing during retirement you may be challenged by a set of risks you may not have experienced during the years when you were saving for your retirement. These risks are:
If you are near retirement or have already retired, Holli Terry and Greg Hornok can guide you through the retirement income planning process and help you put your plan into action – to produce a reliable, steady stream of income during retirement.
Required Minimum Distribution (RMD) Calculator -
Social Security - www.ssa.gov
Veteran Affairs - www.va.gov
Medicare - www.medicare.gov
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
Our team works alongside high net worth individuals and businesses to provide service, solutions, and strategies needed to help effectively create, preserve, and transition wealth. Investors benefit from our customized approach to wealth management because it helps address their current financial needs and achieve their long-term financial goals. We take pride in our ability to build long-term relationships and when appropriate, to develop working partnerships with our clients’ other key business and personal advisor.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about The Terry-Hornok Group.
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