When the kids are out of the house and retirement is either on the horizon or has arrived, many people think about downsizing. Whether or not that’s true for you, it’s important to recognize that when you retire your accumulated wealth is probably at its peak.

Retirement these days can last decades, and age brings on many potential threats to your financial health. There are several steps you can take to ensure your money lasts as long as you do.

Risks of outliving your resources

  • Out living your resources
  • The risk of inflation
  • Spending too much too soon.

Risks associated with aging:

  • Health care expense risk
  • Long term care risk
  • Frailty Risk

Investment Risks:

  • Fluctuating Market Risks
  • Interest Rate Risk
  • Liquidity Risk


  • Forced Retirement
  • Re-employment Risk
  • Employer insolvency risk


  • Loss of Spouse risk
  • Unexpected financial responsibility

Knowledge give you the power to overcome obstacles that can affect your financial future. We’ll identify your risks, access it’s impact, create a plan, and monitor the results adjusting as needed.

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