Creating a reliable income stream is complicated when a recession or bear market throws the rules out the window, isn’t it?

With the effects of the COVID-19 shutdowns wreaking havoc on the economy, wouldn’t it be nice to know that your retirement income plan is up-to-date in the face of uncertainty?

Whether you’re nearing retirement age or already there, managing your income is crucial — if you don’t act now, you could lose out on retirement income or wind up overpaying on your taxes.

I’m reaching out to help you clarify the impact that a bear market or recession may have on your retirement income strategy.

Would you like to set up a personalized FREE Retirement Income Planning Session?

My goal is to help ensure your retirement income strategy is optimized for today’s economic uncertainty — and that you are fully aware of exactly how the changes affect your retirement so you don’t risk losing your hard-earned money.

Click here to schedule a meeting so we can get started, or call my office at (800) 994-3766. My team and I are ready for any questions you have about your retirement income planning.