Retirement Income Strategies
We can help you design an income strategy incorporating insurance and investment vehicles to create opportunities for long-term growth as well as a steady and reliable income stream throughout your retirement.
Will I have enough?
Life expectancy in the U.S. continues to trend slowly upward1, increasing anxiety among retirees and pre-retirees about the prospect of outliving their savings. And according to a recent retirement readiness study, half of those surveyed believe it will take a "miracle" for them to be able to retire.2
Figuring out the best way to make your savings stretch over the next 25 to 30 years can not only be confusing, it can also be overwhelming.
But it doesn’t have to be that way.
Insurance products like annuities can provide a steady and reliable income stream for the rest of your life, while investment products create opportunities for long-term growth. We can help you incorporate both in a financial strategy designed to put you on the path to the retirement lifestyle you want.
1Macrotrends. "U.S. Life Expectancy 1950-2024." https://www.macrotrends.net/global-metrics/countries/USA/united-states/life-expectancy. Accessed Aug. 2, 2024
2Aimee Picchi. CBS News. June 27, 2024. "Only 1 in 5 workers nearing retirement is financially on track: "It will come down to hard choices." https://www.cbsnews.com/news/retirement-crisis-savings-shortfall-silver-squatters-prudential/. Accessed Aug. 2, 2024.
Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
Have Questions for Flora & DiPaula Wealth Partners?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
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Request a complimentary no-obligation consultation today with Flora & DiPaula Wealth Partners to discuss your financial future and the possible role of insurance and investments in your financial strategy!
