Guides & More

“Helping to Guard Your Golden Years: Ways to Help Preserve Your Retirement in a Shifting Economy” is focused on the potential impacts of falling interest rates on your clients’ retirement income plans. It explores the options of extending durations, laddering and maintaining a balanced portfolio, and examines additional considerations such as refinancing opportunities, delaying Social Security benefits and estate planning options.

Make the Most of Social Security

‍Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:

• How to optimize Social Security for your situation
• Why timing is so important when it comes to your benefits
• Ways to supplement your Social Security income

Check out this 8-page guide to see why a retirement income analysis is important for your retirement.

• Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
• Read how much the average person spends on health care today. (You might be surprised at the number!)
• Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?

Explore 10 topics to prepare for retirement
“Your Retirement Income Planning Checklist” is 24 pages of thought-provoking guidance aimed at helping you assess your current strategy, including:

• How to plan for a long life
• Why you may need a housing plan (or two)
• Planning for health care and long-term care assistance