The fear of running out of money ranks as one of the highest concerns for today’s investors – for good reason! Folks are living much longer, health and long term care costs are rising, and the future of Medicare and Social Security is quite uncertain.

Having enough income to afford a long, comfortable retirement has never been more challenging. Interest rates are low. Expensive and abusive products which prey on seniors abound. The wrong Social Security claiming strategy can cost you hundreds of thousands. And quality advice – the kind that is highly trained and puts you first – can be extremely hard to identify and find.

So what’s your retirement reality? Will you have the funding you need for the life you want? Is your portfolio tracking to yield plenty of income, or will it hit the wall? Are you making the right tax and investment moves to beat inflation and target the retirement lifestyle you want?

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