Taking the main retirement risks off the table!
The time just before and just after retirement are the most dangerous. Retiring into a flat or down market can decimate your principal and cause you to run out of money years before you expect.
Protection From Market Downturns
Sheryl came to us having been widowed for a few years. Since she was relying only on her retirement and Social Security, she was in a position where she did not have the capacity to suffer even minimal losses to her retirement nest egg.
She was aggressively exposed to the market and had suffered losses of close to 19% over the last 12 months. He former advisor told her to hold tight, things should come back!
Sheryl didn’t have time to hold tight. She would be needing to draw an income from her retirement soon. Financially, and mentally she needed to take all risk off the table. We were able to place a safety net under her retirement – guaranteeing she would not lose any principal. But giving her the option to grow her nest egg when the market does recover.
- Safe Income Plan
- Sheryl W.
- 03/28/2023
