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Free Telephone Seminar

Most frequently asked questions about how to take control of your finances so that you could enjoy the retirement of your dreams.


Date Tuesday, April 15th, 4:00PST / 7:00EST

Expert Guest: Gillian Anderson from Anderson Wealth Management

Sign up here www.askdrcynthia.com for more details and to ask your most important question.

 


You will learn to:

  • How to make a solid retirement plan from your current financial situation?

Set life style goals for your retirement and then meet them financially

  • Motivate yourself to get started with a plan and goals with your personal desires- fun stuff, and then set a financial road map to achieve these dreams.

It’s not too late to take action

  • Many older adults are only able to really save when their children’s education is completed, or their mortgage paid off. So make the most of the ten to fifteen years before you retire to save as much as possible.

Avoid the risk of outliving your life savings

  • Research by Ibbotson Associates, 2004, shows the risk of retirees withdrawing more than 4% per year from their savings could result in their capital running down to zero during their life time. Make sure your portfolio is set up to provide you with enough guaranteed income to meet your fixed costs throughout retirement.

Manage the risk in your portfolio

  • It’s important to take enough risk to bring you the rewards you need and to protect your capital over the years from the erosion of inflation. Avoid taking too much risk by owning too much in one stock or one type of investment, like large company stocks. Diversification into a well balanced mix of multiple asset classes will reduce portfolio risk.


Take action today!  Sign up here at www.askdrcynthia.com


Please note: The call will be recorded

 

For more information contact

Dr. Cynthia Barnett
P.O. Box 702
Norwalk, CT 06854
203-855-9714

 

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