This topic is designed to begin the conversation between you and your advisors in order to optimize your investment and income strategy as you head into retirement.
With pensions all but gone, interest rates at record lows, and a volatile stock market, decisions regarding social security income may be the most important decision made in retirement. There are many strategies to optimize this income as well as positioning your portfolio to "bridge the gap" between now and the first payment from social security. This topic is designed to begin the conversation between you and your advisors in order to optimize your investment and income strategy as you head into retirement.
Brought to you by non-profit, Foundation for Personal Financial Education dedicated providing communities with a consistent resource through unbiased classes that are free of sales.
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TAGS: | Finance | Adult Education |
