At Mooney Lyons, we know: As life unfolds, the vision that people have for their retirement changes. Yet one important need throughout anyone’s lifetime is the desire to know that their savings is going to be able to support their lifestyles for the rest of their lives, no matter what curve balls life throws at them. And there will likely be many: Some are good, like grandchildren. And some can hurt you, like healthcare costs and taxes as well as many other things that have the ability to change even the best-laid plans. And even for those that have sufficient resources, they still have the complicated issue of how to pass on what they have accumulated in their lives to those that are most important to them.
Here’s how Mooney Lyons can help. A major determining factor for success in retirement is a well- planned risk management strategy. Since in most cases your peak earning years have passed, protecting what you have already accumulated is paramount.
We want to arm you with the information that you need to best prepare for the challenges in the road ahead, by addressing your risk level with the mission to preserve savings for your lifetime or the lifetime of your loved ones.
On our website at mooneylyons.com you’ll find articles and information on the most important financial stages you’ll possibly experience leading up to and into retirement. You’ll also have the opportunity to register for our private events so you can come and learn even more. If you have any questions, feel free to fill out any of the contact forms on our website or to give us a call at 1-847-382-2600.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. No strategy assures success or protects against loss.