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The 7 Risks of Retirement Planning

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What's Inside:

Longevity Risk

Investment Risk

Inflation Risk

What are the risks of retirement planning?

Retirement income planning has emerged as a distinct field in the financial services profession. Retirement income planning refers to identifying where your funds will come from once you’re no longer working. One matter has become even clearer than before: the financial circumstances facing retirees differ dramatically from pre-retirees. For this reason, traditional wealth management approaches do not sufficiently address a retiree’s needs. 

Our team of researchers and practitioners have outlined 7 financial challenges unique to retirees that must be taken into account when planning for retirement.

How can Retirement Researcher help me with my retirement plan?

There is no one best practice for retirement income. What will work for you depends not only on your goals, but on your comfort level. We’re here to help you identify your personal retirement income style, and let that dictate the framework you use to reach your best retirement.

I think [the Retirement Researcher team] does a great job and provides a valuable service for the in-retirement phase space, not just financial, but equally, and maybe more so, behavioral aspects.

The testimonials appearing on this page are not representative of all client opinions of Retirement Researcher or the Retirement Researcher Academy. Client experiences can and likely will vary from the experiences reflected herein. Retirement Researcher does not provide direct or indirect compensation in exchange for the testimonials shown. As such, it is not expected that material conflicts of interest arise with respect to the testimonial providers. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.

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Travel in Retirement:

New Options and Opportunities

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