PRE-RETIREES

Retirement. It's the golden ticket, the light at the end of the tunnel, the freedom to finally pursue your passions. But for many pre-retirees, it's also a looming storm of uncertainty.

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• Will your savings last?

• Are you close to meeting your financial goals?

• How much should you allocate for retirement?

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This crucial crossroads is exactly where I love to help people because they're already thinking ahead.

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Most people get the idea of retirement income wrong. When you go from paying a W-2 and transition to relying on a retirement portfolio all the rules change.

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If you recall the old ING commercial from the 2000s where everyone has "a number" to retire the way they want.

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What people need to understand, instead of thinking of retirement as a number, they need to be thinking income, taxes, longevity, healthcare, and transitioning that money to the next generation. 

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Our investment philosophy is simple.  If you take care of the downside, the upside will take care of itself.  The old adage of “The market will always recover over time” has been true.  But, when you transition from paying your bills with a salary or wages to relying on your portfolio for retirement income, the rules change.  You no longer have time to recover from large losses. 

 

One of my favorite sayings is “If you’ve won the game, why would you want to continue to play?”.  We take that mentality and apply it to your retirement income so that no matter what the market does, you can sleep easy at night knowing that your retirement income is robust and safe.

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This is exactly what I help pre-retirees to strategize and think through. If you're ready for a financial partnership for your retirement, please reach out or email info@planwithatlas.com