What happened to your portfolio last time the stock market had a “correction”? Were you stressed out? Were you up all night worrying? Did you have to delay your retirement plans? Are your retirement plans still in limbo?
The stock market will always be volatile. We recognize that to stay ahead of inflation, you need investments that will outpace, or at least keep pace with inflation. Generally speaking, the stock market is a good place to be, but how does one handle taking distributions in retirement with stock market volatility? To this end, we have developed strategies that allow you to better address and ride the volatile waves of the market.
The financial and retirement services industries have repeatedly sold us on the concept that we can only take 2-4% per year from our retirement nest eggs in order to live. Even with these ultra-low rates, the portfolio is only expected to last a maximum of 30 years. With our processes, clients can potentially take up to 10% per year from their nest eggs, and the portfolio still lasts 30 years.
Let us crash test your portfolio and show you how you could increase your retirement income by 20-40%!
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