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Income in Retirement

Creating income for the next chapter of your life.

With retirement often lasting 20-plus years, amassing a large amount of money in investment accounts may not be enough anymore. Retirees should plan for ways to help their money grow and generate income.

Millions of Americans in retirement may be scrambling to find ways to make ends meet without the income from a full-time job.

Fortunately, there are several possible solutions available for those looking to increase their income during their non-working years.

Client Centered

At ViaInvestment Services, available through CUSO Financial Services, L.P. *  Heath can help you navigate through this decision-making process and help you uncover which options are best for you, your family, and your situation.

  • Designing a retirement plan
  • Uncovering your basic expenses and discretionary expenses
  • Evaluating current sources of retirement income
  • Identifying potential gaps between income and expenses
  • Anticipating fixed and discretionary expenses in retirement
  • Positioning assets to generate income
  • Uncovering new sources of income

To learn more about generating income in retirement, contact us today to schedule a complimentary, no-obligation appointment.

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