LIVE OFF YOUR NEST EGG
Retirement strategies to give you income
If you’re close to retirement or have already retired, you probably recognize the need for a different approach to your finances. The retirement strategies we cover here, including Bellwether’s disciplined dividend growth strategy, will help ensure you don’t have to pinch your pennies to feel confident your money will last. You’ll also learn why inflation is the enemy of investment income and how to minimize your taxes in retirement.
But investment and tax strategies aren’t nearly as effective if you don’t have a retirement plan in place. That’s why we also help you select your retirement goal, estimate your expenses, figure out your time horizon and determine all your income sources.
Are you ready?
Then let's begin.
How can Bellwether help?
Retirement strategies are complex, but Bellwether’s team of family wealth advisors and portfolio managers make them feel simple—and that’s probably the most important way we help our retired clients. Together, we’ll help you craft an investment portfolio that’s tailor-made to accomplish your goals and manage the day-to-day of your investments to give you peace of mind. We can coach you on retirement decisions, help you with estate planning, put together a charitable giving plan and minimize the taxes you’ll pay. And when life’s ups and downs tempt you to take a detour from your chosen path, we’ll help you stay on track. Like they say, you only live once—and your Bellwether team will help you get it right the first time.