Milevsky: The Most Important Financial Goal in Retirement Isn’t What You Think

{2 minutes to read}  In this article, we have an interview with an annuity expert named Moshe Milevsky, called The Most Important Financial Goal in Retirement Isn’t What You Think. 

The article explains that retirement is where annuities have a tremendous, tremendous advantage, which can lower the stress of human beings as they get older. As we age, many of us have witnessed how people become somewhat concerned or even paranoid about their financial situation. When people reach age 80 or 90, taking away some of the stress and decisions people have to make when managing an investment portfolio is sometimes very, very challenging. In comes the idea of annuities. 

Annuities are like having an additional Social Security check. You know, it’s going to be there, paid to you each month. Like Social Security, the money is going to go into a checking account or wherever you direct the insurance company to send the money, on a specific day, which can lower the stress of an individual. The more guaranteed income, the less a retiree has to worry about inflation, taxes, market fluctuation, and any other risk. Cash flow is king, and the ability not to have to make decisions can go a long way towards helping people enjoy a better retirement for many years. 

Take a look at this article via the link below, and let us know what you think. We would appreciate you sharing your feedback with us.

Milevsky: The Most Important Financial Goal in Retirement Isn’t What You Think

By Jane Wollman Rusoff

Registered Representative offering Securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services are offered through G&G Planning Concepts, Inc. which is not affiliated with APFS.  Strategic Wealth Advisors Network and Gassman Financial Group are not affiliated with APFS.

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