Grady Group of Greater Texas

Successful Retirement Strategies

If you’re concerned with the possibility of running out of money in retirement, you’re like a lot of people. Thankfully, there are strategies to earn a reasonable rate of return** to ensure your money won’t run out. And, you can do this while also keeping your money safe from risk. These things are, in our opinion, the main components of a successful retirement.

Serving the South Texas area

Protection Is Key

Now that retirement is approaching, you don’t have time on your side if the market drops again. You’re going to need that money soon, so safety should be your main priority. What would happen to your money in the event of a stock market drop? If you ask us, protection is key. If you want to learn more, reach out to us. Attend one of our educational seminar events, or give us a call to schedule a meeting. We can present you with the information you need to make educated decisions in regard to your retirement.

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Our Core 3 Principles

Our three core retirement planning guidelines are:

Safety First

You've worked hard your whole life to save up money. Now, it's time to work to protect that money. There is no "one size fits all" option for your retirement. Your retirement strategy needs to be tailor-made to you and your situation. However, focusing on safety is generally a good idea if you ask us. With your current strategy, how much of your money is invested, and how much of it is being kept completely safe? What would happen to your money during a market drop? Protecting your nest egg is possible, and we can show you how.

A Reasonable Rate of Return**

Striving for safety doesn't mean you have to give up earning a reasonable rate of return.** Some products, such as fixed indexed annuities (FIAs) can earn indexed interest at a reasonable rate** while still keeping your money protected. Don't settle for just one benefit or the other. Making sure you'll have enough money and won't run out during retirement is also crucial to a successful retirement.

Keep It Simple

Navigating your retirement account options can feel overwhelming, even if you know what you're doing. But, it doesn't have to be so complicated. If you work with us, we can help you make your retirement strategy simpler. You deserve to know how your retirement strategy works and what exactly your money is doing.