Long-Term Care Planning & Guaranteed Income for Life
WILL YOU HAVE A GAP BETWEEN YOUR RETIREMENT INCOME AND EXPENSES?
Will your retirement income leave a gap between what you have and what you need? There’s a tool that can help you find out. The Retirement Income Security Evaluation (RISE) Score™ analyzes your income, expenses and the major risks facing your portfolio and generates a score that evaluates how likely you are to outlive your money. It’s like a credit score for retirement. You can see how the tool works and find more information about the score and what it represents by following the link.
STARTING THE RETIREMENT INCOME CONVERSATION
The first step in developing a successful income plan for retirement is understanding your options. Here are points you should discuss with your financial advisor to make sure you’re on track for the retirement you want.