Will You Outlive Your Wealth in Retirement?

"Will you outlive your wealth in retirement?"

It is a difficult question to answer without having a clear understanding of your complete financial picture.

Current asset levels, investment allocation, and anticipated income and expenses need to be considered. Also, how aggressive, or conservative, you might want to be with your goals should be addressed. By taking a holistic approach with your financial plan, you can identify strengths, weaknesses, and areas of opportunity — and align your goals to maximize the power of your wealth. We hope these articles will help guide your conversations.

 

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The opinions and other information in the commentary are provided as of March 15, 2023. This summary is intended to provide general information only, and may be of value to the reader and audience.  This material is not a recommendation of any particular investment or insurance strategy, is not based on any particular financial situation or need, and is not intended to replace the advice of a qualified tax advisor or investment professional.

While Commerce may provide information or express opinions from time to time, such information or opinions are subject to change, are not offered as professional tax, insurance or legal advice, and may not be relied on as such.  Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.