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So now what?
You work most of your adult life. You save money diligently every year in your employer’s retirement plan. Your house is worth several times more than when you bought it. The kids are done with school and now you want to retire. Now come the retirement questions that could keep you up at night:
- What amount of income can I withdraw?
- What type of insurance do I need?
- Do I need to downsize my home?
- Do I withdraw my qualified or non-qualified assets first?
- How will Social Security come into play?
- Is an annuity right for me?
- What about health insurance?
- What about Long Term Care Insurance?
We are told for years to save and what to save our money in, but nobody ever told us what to do with the assets once we retire. What is the “exit strategy”?
Introducing the Wealth Management System (Emoney), created to help identify the best retirement income strategies for you and maximize income from your assets. To help you have the confidence knowing that if you live too long or die too soon, your plan will still work.
Henderson Wealth Management offers strategic insights on a variety of retirement income and insurance vehicles; if and how they should be considered as part your personal financial plan; and gives you a roadmap for pitfalls and opportunities in the future.
Matthew O. Henderson is a Registered Representative of and offers securities and investment advisory services through MML Investors Services, Inc., 1 Leadership Square, 211 N. Robinson, Ste. 1400, Oklahoma City, OK 73102 (405) 270-8000. Henderson Financial Group, Inc., Henderson Benefits Group, Inc., Henderson Golf, Inc., Henderson Business Consulting, LLC, Henderson Wealth Management, LLC is not a subsidiary or affiliate of MML Investors Services, Inc.
