When do you want to Retire?
Retirement Income Specialists - The Local IRA Rollover Expert
At Retirement Income Specialists, we believe investors should make informed decisions, rather than relying solely on advice. We also believe in providing upfront value, unasked for, that gives each person who comes in contact with us the understanding of how retirement income planning is radically different than investment planning. Most advisors are attempting to grow your money. While that is important early in life and continues to be a viable concern, when someone decides to retire, then income becomes the overriding concern. At Retirement Income Specialists, we demonstrate the importance of building sustainable income streams that provide the best possible outcomes.
Think back to a time when you were unemployed. You probably were concerned about money all the time, scaling back your spending, constantly searching for a new way to replace the income you lost, and not getting much sleep. Retirement is very similar to unemployment, with one exception; when we retire, we hope that we have built up a sufficient nest egg to be able to provide us with the income we need for the remainder of our lives. The question isn't can you retire, but how long can you remain retired?
At Retirement Income Specialists, we often attract retirees who have been rejected by other advisors because those advisors couldn't adequately build out sufficient income with the limited resources available to the client. That is where we shine; through the education format we embrace, we teach prospective clients how to reconstruct their retirement income streams to provide enhanced income. We are adept at creating both sustainable income streams and projected controlled spend down strategies.
Call us at 805-644-3495 to learn more about our innovative process for learning about the various new challenges and concerns you will confront in retirement and how we can help you navigate your way through retirement.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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