Already Retired

The greatest word you will enter on any application!! RETIRED
 

Goal #1 Keep a smile on your face FOREVER!

Sadly, many people make poor money decisions. "Strapped" best describes these retirees in their later years. How do we know? We attempt to advise them all the time. For most of them, due to money erosion, it is too late.

How does this happen? We believe it is due to three mental errors:

A. "I'm no longer useful"...

Common sense reveals that a person with decades of experience and savvy does not become useless with age. We encourage clients to "enjoy" life as they always desired. Activity produces "joyful longevity."

B. "I've grown old"...

Stinking Thinking...plain and simply misinformed. Age 65 does not equal antiquity and neither do ages 70, 75, 85, 90...get the picture? Thoughts like these push folk toward their perceived "safe investment havens." They run out of money because inflation and expenses erode their savings faster than time and compounding can keep pace.

C. Medical Cost Inflation

We believe anyone ignoring this "runaway locomotive" has their head buried in the sand. Certainly, we may all live longer - but not without a price. Are you expecting the government to protect you? Not going to happen! Already, we see folk at age 70 struggling to stay ahead of this enormous and insatiable monster - medical inflation. How will you plan to "cage" this beast?

We encourage clients to make this an opportunity, an ally, rather than a foe. Contact us for appropriate advice.



 



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