From 003189f7260f55238e1a85329b858959611d6bed Mon Sep 17 00:00:00 2001 From: Roxie McClemans Date: Sat, 16 May 2026 13:39:08 +0800 Subject: [PATCH] Add Retirement planning tools --- Retirement-planning-tools.md | 21 +++++++++++++++++++++ 1 file changed, 21 insertions(+) create mode 100644 Retirement-planning-tools.md diff --git a/Retirement-planning-tools.md b/Retirement-planning-tools.md new file mode 100644 index 0000000..3afe731 --- /dev/null +++ b/Retirement-planning-tools.md @@ -0,0 +1,21 @@ +Build loyalty by helping identify the retirement income sweet spot +Yes, most retirement income is taxable, but the bigger issue is building an income floor that lets you live your life. The Annuity Man® has 4 proprietary calculators and live feeds to provide the highest contractual guarantees available with all carriers. Check out these strategies to help make sure your money lasts as long as you do. 68% believe they won't run out of money or outlive their savings. What’s more, among the respondents who are already retired, those with annuity income say they are more satisfied with their lives retirement income planning for guaranteed income than those without an annuity, and they’re able to spend their time doing the things they enjo + + +We can work with you, your advisor and your attorney to ensure that your trust reflects your intentions for you and your family. Bank of America has generations of experience serving as a corporate trustee or co-trustee and helping clients protect their assets, preserve their wealth and fulfill their legacy. "Grantors may assume their attorney-in-fact will step in and take care of them if they’re incapacitated," she adds. "To facilitate that possibility, you might want to put that language into the trust when it’s created." +While your trust administrator cannot draft your trust document for you, they should be able to recommend several estate planning attorneys in your community who can officially draft it for you. For one, professional trustees are not tied into family dynamics and can objectively administer your trust in the best interest of the beneficiaries, subject to the terms of the trust. Perhaps the most important step of the trust process will be choosing your truste + + +Including sources of guaranteed income in a retirement plan can provide funds you can count on for the rest of your life, no matter if unexpected expenses arise in the future or how the market performs and the cost of living fluctuates. With income they retirement income planning for guaranteed income can count on, this group says they would be less stressed about running out of money, inflation, the ups and downs of the market and paying for health care as they age. Annuities also have the potential to grow your money while also helping manage risk of loss. "Millennials" are ages 18–34. Results are based on a survey of 3,000 people conducted in February 2017 and a survey of 1,000 people conducted in May 2018. Some small business owners do not feel they have the expertise to set up a retirement plan for their employees. +Business growth, protection & transf + + +BlackRock’s purpose is to help more and more people experience financial well-being. Equally important, however, is the decumulation process, when people spend those savings in the form of income. Financial advice often focuses on boosting personal savings rates and maximizing return on investment during a worker’s accumulation years. For lower-income workers, it’s a 25% increas + + +We envision a future where individuals navigate the financial and insurance landscape with confidence, knowing they have a reliable partner. We connect individuals with seasoned professionals, ensuring that every person has access to expert guidance in protecting what matters most. At Family Legacy Solutions, our mission is to be the catalyst for building secure futures. Through education and strategic connections, we strive to build a foundation for financial empowerment, ensuring that everyone has the tools they need to secure a prosperous future. +Estate and Business Planning +Most people understand that the primary reason for an estate plan is to facilitate the transfer of wealth from parents to children. Many people are concerned about the legacy that they will leave, or the imprint they will make on the world after they pass away. Please call our office(s) to get learn how we are engaging with current clients and new at this time. However, in more and more cases, we have noticed that the financial structure is lacking for seniors and their families, especially when trying to pay for long-term care services. Cartersville, Georgia attorney Sharon McCoy focuses her retirement income planning for guaranteed income practice on families in need of estate planning and elder law services. The trust document further provides that on Christina’s death (whether it is before or after his own), the grandchildren become the beneficiaries of the trus + +Social Security +Please consult with a qualified professional for these types of advice. BlackRock does not render any legal, tax or accounting advice and the education and information contained in this material should not be construed as such. When compared to a standard retirement portfolio of 60% fixed income and 40% equities. Please review such [retirement income planning for guaranteed income](https://git.kraft-werk.si/rachaelflower) policies and notices on the third-party website. By leaving BlackRock’s website, you will be subject to the third-party website’s terms, policies and/or notices, including those related to privacy and security, as applicabl \ No newline at end of file