“Is my current financial plan up to date and complete?”
“Are there any weak spots in my safety net?”
Approaching Retirement – Are you ready?
Do you have the goose that lays golden eggs or a golden egg?
If not already addressed, 10-15 years before retirement is an especially critical time to make adjustments to handle retirement dynamics. Take a careful look at the gap. Any uncertainties as to where these funds will come from? Assess how well your plan covers the gap. The considerations below are especially compelling if you are 15 years or less from retirement. Higher inflation and taxes significantly impact the GAP.
Three key risks a complete financial plan needs to deal with:
Market Risks – bubbles / adjustments – retirement / sequence of returns (distribution timing)
Capital Risks – Not having enough available capital for contributions in order to achieve your retirement goals. (are you saving enough?)
Tax Risks – 2026! could loose 50-60% to taxes – ouch (CBO estimates income tax to increase by 50+% by 2033)
Having a full and complete financial plan is essential. We work with your advisor team or we invite advisors from the National Referral Network to stress test current plans and provide recommendations to fortify your financial future. We encourage you to request a consultation! To learn more, visit How We Help – click here
Please take 1 minute to watch a video explaining an income supplement designed to provide 40-60% more retirement income. Consider this program to be a personal “pension strategy” with matching funds to fill your income GAP.
The Kai-Zen solution is like a golden goose providing tax-free income for a lifetime
Try our learning center calculator to explore the income made possible by the Kai-Zen design
Time is against us. Explore and decide what size safety net you need now and into the future
To learn more on how to fortify your future income. Request information via email – click here
To learn more about financial guarantees – Click here
For detailed explanation of we work with our clients, click on the link below: