Personalized Retirement Income Planning is more important than ever 

The transition from Defined Benefit (DB) to Defined Contribution (DC) plans has placed the risk and responsibility for converting savings into a safe stream of retirement income squarely on the shoulders of the retiree, who has little potential to succeed without professional guidance. A retiree’s primary goal is to maximize retirement income while minimizing the risk of outliving it. To do this, they need to balance their retirement lifestyle expectations and investment allocation over a potentially long and uncertain timeframe. This is a complex problem for retirees to solve by themselves; they need professional guidance.

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