I ran across this great article a few times of the last number of months. I feel it really speaks well to the discussion of planning to cover your basic needs in retirement utilizing investment tools such as annuities and segregated funds.
Take a couple of minutes to read the article and ask yourself, would your retirement be less stressful if you knew you would not run out of money regardless of your age? If you had some of your retirement money allocated to a guaranteed base income would you feel better about using the remaining funds to enjoy your lifestyle or planning to use it to enrich your family? Perhaps it would even allow you to take more risk in your remaining investment portfolio so you could further enrich your lifestyle?
Take a few minutes to read this article and let’s have a chat.