Retirees and Pre-retirees
Retirees and Pre-retirees
Retirees and Pre-retirees
Retirees and pre-retirees could have different needs when compared to younger people.
Retirees and pre-retirees could have different needs when compared to younger people.
Those who are still working—and who have many more years to save for retirement—could have a different risk tolerance when you compare them to someone at or near retirement. These two phases are sometimes known as the “accumulation” and the “distribution” phases of a person’s life. When you’re younger, you could have more time to recover your principal from market losses.
Products and Services
• Health Insurance
• IRAs
• IRA Rollovers
• Life Insurance
• Long-Term Care
• Medicaid Planning
• Medicare Supplements
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20263 - 2020/7/16
Investment Advisory offered through Optivise Advisory Services, LLC a SEC Registered Investment Advisor, Optivise and Schumaker Financial, LLC are independent of each other.