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Most Retirees Identify the
RETIREMENT RED FLAGS
After It's Too Late
Protect your retirement from the risks even smart savers overlook.
Explore our Red Flags Checklist and Resource Library below!
Most Retirees Identify the
RETIREMENT
RED FLAGS
After It's Too Late
Protect your retirement from the risks even smart savers overlook! Explore our Red Flags Checklist and Resource Library below.
RED FLAGS
I Thought I Had Everything Covered…
But the biggest red flags are the ones I didn’t see coming.
You did the right things. You saved, planned, stayed on track. But retirement has changed - and today, the biggest financial threats are often the ones no one warned you about. Use the Red Flag Checklist below to make sure you are set.
RED FLAGS
I Thought I Had Everything Covered…
But the biggest red flags are the ones I didn’t see coming.
You did the right things. You saved, planned, stayed on track. But retirement has changed - and today, the biggest financial threats are often the ones no one warned you about. Use the Red Flag Checklist below to make sure you are set.
CHECKLIST
Have You Noticed Any of These Red Flags in Your Plan?
Grab the checklist in our free Retirement Readiness Guide and see how many you can check off - your future will thank you!
CHECKLIST
Have You Noticed Any of These Red Flags in Your Plan?
Grab the checklist in our free Retirement Readiness Guide and see how many you can check off - your future will thank you!
WHAT ARE YOUR RISKS?
But What Exactly Are My Retirement Risks?
Good question! It’s a serious concern. And it can greatly affect your financial health and overall well-being.
One of the biggest risks in retirement is not having enough steady income to support your lifestyle. After decades of working and saving, the challenge shifts from savings accumulation to income generation - and many retirees aren’t prepared (or even knew they had to make a switch). Without a reliable income stream, you may be forced to withdraw from savings too quickly, pay more in taxes, sell investments at the wrong time, or adjust your lifestyle in ways you hadn’t planned.
Did You Know?
Building a strategy for consistent, tax-refundable income is critical to protecting your financial independence throughout retirement.
THE MONTHLY CHECK CLUB
Join the Monthly Check Club!
Surveys show most retirees desire the same three things in retirement: stability, clarity, and confidence. Learn about the Monthly Check Club movement and discover how others are turning their savings into steady, reliable income - month after month.
Red Flag Review
Not Sure If Your Retirement Plan Has a Red Flag?
Sometimes a second set of eyes is all it takes to spot what’s been missed.
If something feels uncertain - whether it’s about income, taxes, or just making your money last - it’s worth a quick conversation. Our team helps retirees spot overlooked risks and find confidence in their plan. Our mission is simple: help you feel confident that your retirement income plan supports the life you want to live.
Give us a call anytime at (872) 266-3015 — we’ll walk through it with you.
Red Flag Review
Not Sure If Your Retirement Plan Has a Red Flag?
Sometimes a second set of eyes is all it takes to spot what’s been missed.
If something feels uncertain - whether it’s about income, taxes, or just making your money last - it’s worth a quick conversation. Our team helps retirees spot overlooked risks and find confidence in their plan. Our mission is simple: help you feel confident that your retirement income plan supports the life you want to live.
Give us a call anytime at (872) 266-3015 — we’ll walk through it with you.
RESOURCES
Avoid the retirement tax time bomb! This guide reveals how smart planning helps you keep more of what you’ve worked so hard to save.
Living longer is a gift - but it comes at a cost. Discover how longevity affects your savings and what to do now to stay prepared.
One poorly timed withdrawal could undo decades of savings. This guide shows how to protect your income when markets dip.
Prices are rising fast in the categories retirees depend on most like housing and groceries. See what’s at risk - and how to outpace inflation.
A simple, step‑by‑step resource to help retirees protect their legacy, understand LTC options, and make informed decisions for a worry‑free future.
Learn how to create a living trust that safeguards your legacy, minimizes stress for your loved ones, and gives you peace of mind.
Even well-balanced stock portfolios can have blind spots. This guide reveals the silent risks that could derail your plan.
Turn your savings into steady income. Learn how to design a retirement "paycheck" that lasts, even when markets don’t cooperate.
Medicare isn’t as comprehensive as most retirees assume. Learn where the gaps are and how to cover them without draining your savings.
Hidden fees can quietly erode your nest egg. This guide uncovers the costs you might be missing—and how to avoid them.
The 2025 Retirement Readiness Guide
(with Checklist)
A practical roadmap for navigating the new retirement landscape in today’s complex, fast-changing, and often unpredictable world.
Meet Melissa. She retired earlier this year after decades in pharmaceutical research. She had the kind of career most people would envy — smart decisions, steady savings, and a methodical mindset built on years of working in science.
Ray didn’t call in a panic. He wasn’t on the brink of bankruptcy. He wasn’t even looking for a big change. He was just... tired. Tired of the ads, the jargon, the endless promises about “retirement made simple” — and the sneaking suspicion that nobody was really saying anything of substance.
Episode 3: The Missing Variable in Your Retirement Plan
Meet John. He had a pension, a traditional 401(k), a few IRAs, and Social Security coming in. By all conventional measures, he was doing just fine. But when we asked him how confident he felt in his retirement plan—on a scale from 0 to 100—he didn’t even pause.
Let’s talk about one of the biggest retirement expenses no one wants to think about… but most will face—long-term care. Ignoring it can cost you well over $300,000 out-of-pocket.
It’s not necessarily the fear of running out of money tomorrow. It’s the quiet, lingering anxiety that shows up every month when the bills are due… and again when it’s time to withdraw money.
After a lifetime of paychecks, the shift to living off a “pile of money” can be jarring - and costly due to taxes. Learn why a structured monthly income stream may be the biggest key to making your retirement feel safe, certain, and truly free.
Are You Ready For Retirement?
Are You Ready For Retirement?