Lifetime Income Series: Navigating Retirement Under the New Normal

The world of retirement that once featured generous company pensions, high interest bonds and CD’s and affordable health care no longer exits. Those days are gone, and we are now living in the “new normal”. Retirees now must deal with 401(K) accounts, zero interest rates on savings, Social Security and Medicare benefits that are shrinking and health care costs that are expanding. Jim and John look at ways that today’s Boomer retirees can navigate retirement under these new realities. They discuss some of the many options to achieving a successful retirement, from delaying retirement, to working part-time, downsizing, relocating to a lower cost state, to targeting investments for different stages of retirement. Jim also uses case studies to illustrate some of these strategies. The safe guarantees of the past are gone, but today the options are more numerous. As with a road map, you need a plan to help you navigate to retirement. And once you have arrived, you also need a plan to keep you comfortable and secure.

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