Shari Mattingly-Bevan generally works with clients who are intending to retire within ten (10) years (pre-retirees) or who are already in retirement (retirees). Clients with these goals and investment time horizon, usually have a lower risk tolerance, desire a lifetime income stream and preserving wealth tends to become more of a priority over increasing wealth.
OUR MISSION: is to help clients realize their ideal retirement, free from worry and stress. This is particularly important during financially turbulent times.
THE PROBLEM: is that private pensions, Social Security and Medicare are all in jeopardy and our country’s debt is staggering. According to the 2009 Annual Report Board of Trustees of Federal Old Age and Survivors Insurance and Federal Disability Insurance Trust Funds Report that reads “… annual costs will exceed tax income by 2016 because more baby boomers will cause the number of beneficiaries to rise much faster than the labor force…” It is critical that people plan for lifetime income during retirement that does not rely substantially on Social Security benefits.
IMPORTANT RESOURCES AND
- 2009 Social Security Report www.socialsecurity.gov/OACT/TR/2009
- Medicare Trustee Report www.cms.hhs.gov/reportstrustfunds/
- (State of the Union Finances Click to see the PDF)
- US Debt www.USdebtclock.org
- US Debt
TODAY’S INVESTORS NEEDS TO TAKE RESPONSIBILITY TO SECURE THEIR OWN RETIREMENT.
HOW MUCH DO YOU NEED TO RETIRE?
Use this calculator to determine the amount you need
What is my current year Required Minimum Distribution (RMD)?
Shari Mattingly—Bevan & Associates can
assist clients with this absolutely necessary retirement