Now that you’ve reached retirement, you want to help ensure your money is there where you need it, and will last throughout your lifetime. A Financial Consultant from Charter One Investment Services can review your current retirement plan and offer you an objective second look.
You should consider some important facts when evaluating your current retirement plan:
Savings Withdrawal Rate
The percent that you withdraw from your retirement savings can have a huge impact to you in the long term. Making small adjustments can help your assets last throughout retirement.
We Are Living Longer
If you’re a healthy 65-year old, there’s a good chance that you could live well into your 80’s. You need to explore all of your options. A Financial Consultant can speak to you about your choices which may include an annuity or insurance products.
Proper Asset Allocation
Just because you retired, doesn’t mean your money did. You need your assets to work harder so you’ll have growth in your portfolio to keep up with the rate of inflation. It is important that your investment options are reviewed on a regular basis to help keep up with current market conditions.
Asset allocation does not assure a profit or guarantee against a loss in declining markets. Investments with a higher return potential carry greater risks.
Ready To Get Started?
Schedule a complimentary financial review with a Charter One Investment Services Financial Consultant. We can offer you an objective second look at your long-term plan to help ensure your current retirement plan may continue to last throughout your lifetime.
To schedule an appointment with a local Financial Consultant:
You can also visit a local branch, or we'll contact you when you fill out the following quick and easy form: