10 Things To Know #1: Planning For Longevity
So, you have a financial plan. You may be working with a financial planner or advisor that has helped grow your assets. Have they talked with you about how much income your investments will generate in retirement? For how long? Unless you have an income plan that accounts for longevity, you might not have as good a financial plan as you think. Build your retirement around a plan that will continue for as long as you do. If you’re married, you should also be sure to make plans that continue to work for your spouse.
Make sure you check out the rest of our videos in this series, and if you have a any questions, give us a call at 800-661-7383. To request a copy of the 10 Things to Know booklet, click here.
About Coach Pete D’Arruda:
A Registered Financial Consultant (RFC) and Investment Advisor Representative (IAR), Pete D’Arruda is one of only three Certified Tax Coaches in the state of North Carolina. His approach to safe and secure lifetime income planning leads his clients to a worry-free retirement. Also known as “Coach Pete” to his financial clients and listeners of his popular financial radio show Financial Safari, Pete can be heard weekly giving financial advice on more than 100 stations nationwide.
About Peter Richon:
With more than a decade of experience in financial and retirement planning services, Peter has a deep understanding of the potential obstacles in the way of a secure financial future, and has developed a unique perspective on working through these difficulties with his clients.
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Give us a call at 919-657-4201. Or you can click here to contact us.