Retirement should be a season of life defined by freedom, fulfillment, and peace of mind. But without a clear income plan, even the most well-funded portfolios can leave retirees feeling uncertain. After all, running out of money is one of the greatest fears for today’s retirees—and rightfully so. Longevity, inflation, market volatility, and healthcare costs can all conspire to derail an otherwise solid retirement.
That’s why income planning is the bedrock of any effective retirement strategy. It’s not just about having money—it’s about ensuring that money shows up when you need it, for as long as you need it.
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