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Retirement income strategies are not just for the wealthy. As retirement nears, the traditional strategy has been to move growth-seeking products to more conservative, fixed-income products. According to a recent study, for a married couple age 62 there is now a 65 percent chance that at least one spouse will live to age 85.1 This means that you may need to plan for your retirement savings to potentially last 25 to 30 years.

One drawback to a longer life is the greater possibility of outliving your savings — creating all the more reason to develop a retirement income strategy designed to last a longer lifetime. A significant loss in the years just prior to and/or just after you retire could negatively impact the level of income you receive over the course of your life.

We can help you design a solid retirement income strategy that creates opportunities for long-term growth as well as blending in strategies to provide income throughout your retirement.

To schedule a time to speak with one of our retirement income planners, contact us at or call us at 937.498.1128 today!

1The SOCIAL SECURITY CLAIMING GUIDE, Center for Financial Literacy at Boston College, 2009

Income Planning