It is not surprising that people tend to compare their financial situation during retirement to others, because money is highly visible in life: through homes, cars, travel, and lifestyle. So it becomes an easy benchmark for perceived success. However, not only do these comparisons rarely reveal the full picture of someone’s debts, obligations, goals, or even their values, but they tell you nothing about someone’s true cash flow is in retirement. There is no sure way to tell when someone is living beyond their means or tapping into their capital without the ability to live off of their savings. For those who care as much about legacy as they do about true cash flow, call us. We have some new options for products that not only provide extra income, but also have built-in legacy features. In this instance, you can have your cake and eat it too! Call us, we’re always here to help.
