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7 Financial Risks to Avoid

In our years helping retirees and pre-retirees navigate the twists and turns of their retirement journey, experience has taught us that most retirees will face a few (if not all) of these seven major roadblocks in retirement.

As these roadblocks could potentially expose your retirement to unnecessary danger, we often refer to them as financial risks. The good news is that the sooner you are aware of these potential risks, the sooner we can help implement strategies to help avoid them.

Please click on a video below to learn more about that risk and how it could impact your retirement and download a copy of the Retirement Roadblocks brochure:

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Longevity Risk 

LONGER LIFE, BIGGER RISK. What if you live longer than planned? This could result in greater than anticipated income needs.

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Inflation 

SAME MONEY, LESS POWER. Your ability to maintain purchasing power can be impacted by increases in the cost of goods and services.

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Seq. of Returns

TIMING IS EVERYTHING. Market volatility may pose major challenges when withdrawing money from retirement assets.

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Withdrawal Rate

MAKING MONEY LAST. When you take money out of your savings for retirement, you want to be sure you aren’t emptying your tank.

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Social Security

CHOOSE WISELY. With a multitude of options to choose from on when and how to file for Social Security benefits is paramount.

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Healthcare

EXPECT THE UNEXPECTED. Healthcare costs are one of the largest and most costly expenses in retirement.

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Taxation 

PAY NOW OR PAY LATER. With the national debt rapidly rising, tax rates and rules could change at any point.

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EPV

Equivalent portfolio value, or EPV, evaluates how much income one approach can generate versus another.

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