Study after study has shown that the happiest retirees are those that have guaranteed sources of retirement income.
These sources may be from social security, pensions, annuities, or military benefits.
Guaranteed income isn't derived from rental properties or stock and bond investments.
At Miser Wealth Partners, we focus on determining your income gap and then designing new "pension-like" streams of income that you can never outlive.
It's simple to determine your income gap.
Just answer the following questions and fill in the circles below:
After we determine your income gap, we work to evaluate and possibly re-position a portion of your assets to create customized "pension-like" cash flows that reduce exposure to:
After this process, the likelihood of running out of money should greatly decrease.