Income, Income, Income!
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis talk about the SHP Retirement Roadmap ® and how it’s extremely important to make sure you are addressing the 5 areas of retirement. The 5 areas include, income planning, tax planning, legacy planning, health care planning and investment planning. However, this week the guys want to focus on income planning. This is the most important area when planning for retirement. Derek, Matt, and Keith want to help make sure you will be able to generate enough income for the rest of your life. They discuss instruments you can use to generate income, the “goods and bads” of annuities, and how to allocate your portfolio to make sure you can pay your bills and enjoy your retirement.