“10 Things You Need to Know About Retirement”

10-things-you-need-to-know

There was a time when a retiree could expect to fund their golden years with a mix of Social Security income and pension benefits. For many retirees, though, those days are long gone.

If you do not have a defined benefit plan available, that means you may need to rely more on your personal savings and investments. If so, it may be wise to develop a plan to manage your allocation and risk exposure.

A sound investment plan can help you reduce volatility and risk exposure. Our Indianapolis Financial Advisory firm will help you to create that plan and explain your options.

Download
"10 Things You Need to Know About Retirement"

10 Things You Need to Know About Retirement

Recent Articles Select an article below to read more

2018 Brings Good News for Those Planning for Retirement
November 13, 2017

In the retirement planning world, a large part of our jobs is to help you sort through various forms of retirement income and decide how to most effectively fund the next stage of your life. While different solutions work well for different people, one rule always remains the same: You…

Read More

Social Security Beneficiaries Get a “Raise” Next Year
November 7, 2017

Once you’ve retired, living on a fixed income for the rest of your life can be a daunting prospect. What will you do about inflation? What if Medicare premiums increase? What about your own personal expenses, which can fluctuate from year to year? Social Security was never intended to fully…

Read More

4 Reasons to Open a Health Savings Account
October 16, 2017

For many of us, rising health insurance premiums are just one obstacle we face. Some of you might be enrolled in a plan with a high deductible, which isn’t necessarily a terrible idea since this choice can keep your premiums lower. However, in the event you need to meet that…

Read More

Do You Need to Play Catch-Up with Your Retirement Goals?
October 9, 2017

Most of us know that we need to prepare for retirement, but often various life events get in the way throughout our 30s, 40s, or even 50s. Many of us find ourselves playing catch-up in the home stretch of our careers. According to the Employee Benefit Research Institute, only 2…

Read More

Have a question or need assistance?

Use the form below or call/email.
(317) 802-7672 | service@rdwfinancialgroup.com

See Us On BrokerCheck | Get answers to your financial questions: 888-731-4950