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Investing during your retirement years is definitely different than during your working years. During your working years you have the luxury of not needing your money to pay for your lifestyle. Instead, you are saving and building your wealth. But when you enter the Retirement Redzone, which is the 5 years before retirement through the first 5 years after retirement, you don’t have time to make up for mistakes. Time is not on your side and so your investment philosophy has to change from growing your money to how to take an income from it and make it last.
One of the cornerstones of good financial planning for close to a century has been the rule of 100. Based on this rule, a prudent person should not have an exceptionally high amount of money “at risk” as they get older. To determine the maximum amount of money you should have “at risk” in the markets as a general rule just follow this formula:
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To succeed in retirement, it is important to fully understand your current situation and work with a financial planning firm that will make sure your assets are properly invested and managed.
This website is for informational purposes only and is not meant to be a complete description of our investment services, performance or financial concepts. This site is in no way a solicitation or offer to sell securities or investment advisory services. Information throughout this site is obtained from sources that we and our suppliers believe to be reliable and accurate, but we do not warrant or guarantee the timeliness or accuracy of this information. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services provided by Brookstone Capital Management LLC, an SEC Registered Investment Advisor. Group 10 Financial, LLC and Brookstone Capital Management LLC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.