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Income in Retirement

Income in Retirement

With retirement often lasting 20-plus years, amassing a large amount of money in investment accounts may not be enough anymore. Retirees should plan for ways to help their money grow and generate income.

Maximize Retirement Income: Your Personalized Solution

Millions of Americans in retirement may be scrambling to find ways to make ends meet without the income from a full-time job. Fortunately, there are several possible solutions available for those looking to increase their income during their non-working years. 

During our meeting, we’ll go through these six steps:

At UFCU one of our CFS Financial Advisors available through CUSO Financial Services, L.P. can help you work to overcome several retirement income challenges and create a predictable income stream by:

  • Designing a retirement plan
  • Uncovering your basic expenses and discretionary expenses
  • Evaluating current sources of retirement income
  • Identifying potential gaps between income and expenses
  • Anticipating fixed and discretionary expenses in retirement
  • Positioning assets to generate income
  • Uncovering new sources of income

To learn more about generating income in retirement, contact us today to schedule a complimentary, no-obligation appointment.

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