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Your Retirement Reality

Make the most of it.

We get it. Retirement means something different to everyone and requires more planning than it did for our parents. Let’s figure out what you’ll be doing in your second-half and find a way to make it a reality.

What does your next chapter look like when every day feels like Saturday?

Let’s think about the only retirement that matters – yours.

Choose the answers that best fit you.

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I plan to stay in the region where I live now.
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There are a lot of affordable locations for retirees that can help you to maintain your lifestyle.


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I plan to move somewhere new.
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Community and stability are important for people during life transitions.


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Are you getting a better sense of how your retirement is as unique as you are?

Keep reading to learn more.

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Whatever your vision, income is the common element to a confident future.

Working Americans

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The secret to confidence*

  1. Living within your means
  2. Planning for income replacement in retirement
  3. Owning solutions that provide guaranteed income
  4. Working with an advisor

How can you create income in retirement?

In our working lives, we know where our money is coming from. In later years, it’s not as simple. If you’re like most and not completely prepared, don’t fret. With the right plan in place, you can create a stream of income that can last for your full retirement.

Sources of guaranteed income

  • Social Security
  • Pensions
  • Bonds, CDs
  • Annuities**
  • Whole life insurance***

Sources of non-guaranteed income

  • Bank and investment accounts
  • Individual retirement accounts (IRA)
  • Health savings accounts (HSA)
  • Employer-sponsored 401(k), 457(b), 403(b)

DO YOU KNOW THE FORCES THAT CAN PUT YOUR
SAVINGS AT RISK?

A health event, inflation, or market fluctuations can impact your retirement savings. A steady source of monthly guaranteed income can help you from running out of money.

RISKS IN RETIREMENT

Cheers to Your Future!

MakE Your Future a Reality

Speak with your advisor about planning for your retirement.

YOU HAVE A VISION.
NOW, MAKE IT A REALITY.

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