10 Essential Questions Retirees MUST Have Answers For...

1. Does my current mix of portfolio assets provide me with long-term growth potential as well as reliable cash flow?

2. Is my current retirement income approach designed to help keep up with inflation?

3. Are there additional protections that should be added to my nest egg to ensure I have cash flow each month, regardless of the ups and downs of the financial markets?

4. How will I pay for the increasing cost of health care?

5. How will I pay for an unexpected long-term care need?

6. Are there financial products that will allow me to continue accumulating wealth while also providing protections in case long-term care is needed?

7. How will my nest egg provide enough income to last my lifetime, no matter how long I live?

8. Do I have sufficient assets today to provide me with dependable income when I need it?

9. How should I consider paying for essential expenses in retirement?

10. How should I consider paying for “nice-to-have” expenses in retirement?