Tax & Market Outlook

Making Sense of it all

Everyone seems to think that retirement is very complicated. What is the market doing? What are the politicians doing? How is my 401(k) doing? What is the Federal Reserve doing? The more ​I study retirement, the simpler I see it. It is not about the stock or bond market or Washington, DC. Retirement is very much about guaranteed lifetime income! In fact, I believe that the ultimate success of my client's retirement depends on the answers to two very simple questions:

​

​1) How much guaranteed lifetime income do they have?

2) Have they taken the key retirement risks-market risk, longevity risk, long-term care, inflation-off the table? How you minimize those risks and maximize their guaranteed lifetime income will truly define the success of their retirement. 

​

You may use the "Contact Me" section below or

call me for your no charge consultation today!

​

Let me make sense of it all for you!

​