Will I have enough? Life expectancy in the United States is at an all-time high.1 That’s great, but one drawback to a longer life is the greater possibility of outliving your savings. In fact, in one study, only 33 percent of Americans surveyed said they felt they would have enough money to live comfortably throughout their retirement years.2
Figuring out how to make your savings stretch over the next 25 to 30 years can not only be confusing, it can also be overwhelming.
But it doesn’t have to be that way.
Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products may work best within your overall financial strategy.
1Honor Whiteman. Medical News Today. Oct. 8, 2014. “CDC: Life Expectancy in the US Reaches Record High.” http://www.medicalnewstoday.com/articles/283625.php. Accessed March 23, 2015
2Insured Retirement Institute. “State of the Insured Retirement Industry: 2014 Review and 2015 Outlook.” December 14. http://myirionline.org/docs/default-source/research/state-of-the-insured-retirement-industry-2014.pdf?sfvrsn=2. Accessed June 11, 2015.
Any references to steady and reliable or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.
Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by company.
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Investment advisory services offered through AE Wealth Management, LLC, an SEC Registered Investment Adviser.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.