A Well-Balanced Retirement Strategy
There are three crucial items to take into account in your retirement and they must carry equal weight, as they work together to support each other and achieve a perfect balance.
Lifetime Income: How can I ensure that I create a nest egg that provides the retirement funds I need to last as long as I live?
Long Term Care: When I am no longer care for myself who will take care of me? How do limit the impact on my retirement nest egg if I have to pay for long-term care?
Wealth Transfer: To whom will I leave my inheritance when I pass? How can I limit the taxes my loved ones will have to pay when they inherit my financial legacy?