As our clients enter the decumulation phase of retirement — when they begin drawing from a lifetime of investments — their focus shifts from accumulating personal savings to ensuring they have enough money to cover their living expenses. This transition can be a challenging time but with the right strategies in place, we can help them navigate this phase and continue to achieve their retirement goals.
- How Annuities Can Take Retirement Planning Beyond the Accumulation Phase - January 31, 2024
- Increase Your Clients’ Financial Literacy for a Successful Retirement - May 10, 2023
- How to Put on A Great Financial Radio Show Every Week - September 30, 2022