“Storm Cloud” – Ted’s term for identifying what to watch for and how he’s strategizing to mitigate the “storm” for you.
We are aware of what’s going on with the Silicon Valley banking crisis and the worldwide effect on all financial institutions. This is an ideal time to sit for an annual review in-person or video conference (ie. Google Meet or Zoom).
I encourage everyone / all clients to review their pre-retirement & retirement strategy.
A retirement plan should include your:
- Long-term plan strategy
- Your budget
- Your guaranteed income such as pensions, annuities or seg fund guarantees, rental income, dividend income & Inheritance
- Effects of inflation
- What is sequence of returns in retirement?
- Healthcare cost
- Emergency cash
- Effects of high interest rates
This is what current retirees are talking about and living.
It’s an important time to review your current retirement income strategy.
Let’s please talk at your convenience.
