Income Planning

Experts have stated that the Baby Boom Generations number one concern is to:

NOT OUTLIVE THEIR INCOME

Most agree that if you had considerable assets at the end of your time that would be great. However, the study showed it was more important to make sure you still had income at the end of your time.  There are many steps you can take to ensure your income.  The first one…you guessed it…have John Navin & Associates work with you to discover what is important to you.  Understand what type of lifestyle you want to live, how much income you will need to make sure you can live that lifestyle, and an effective strategy that will double or triple the income portion of your portfolio.  There inevitably will be areas that need to be addressed:

• What happens if the stock market or real estate market corrects drastically?
• What is the real rate of return, and if I am pulling out 4% per year, when will I run out of money?
• If my spouse dies, how do I live, where is the income, and how much will my income be reduced?
• The impact of nursing home expenses, a bad business deal, caring for a parent and/or child... how do I prepare for these expenses?
• How much do I really need for my desired lifestyle?  $1,000,000, $5,000,000, $10,000,000, more?

Please invest a few moments and utilize our articles and tools to help you prepare for Income Planning.  When you are ready, call us toll free at 866-369-9029 to arrange for a free second opinion on your current Income Planning Strategy. 



John Navin & Associates—Solid Financial Strategies to Help You Grow.

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