Quote Of The Week: Making The Money Last

“Americans have managed to amass nearly $14 trillion in retirement savings — but most don’t have a clue how to spend it.

Most of those who have accumulated a nest egg are desperate for advice on how to convert it into income that can last a lifetime.

A large majority of people 60 to 75 with at least $100,000 in assets lack the knowledge they need for a financially secure retirement in areas such as life expectancy, Social Security, long-term-care needs and investment risk.”

Mary Beth Franklin, personal finance and Social Security expert, “As nest eggs grow, so does need for expertise,” Investment News, December 21, 2014





About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

No comments yet.

Leave a Reply