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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.

Client Centered

Fortunately, there are several possible solutions available for those looking to increase their income during their non-working years. At 1st Advantage one of our CFS Financial Advisors available through CUSO Financial Services, L.P. * can help you work to overcome several retirement income challenges and create a predictable income stream by:

  • 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

Generate Income in Retirement

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

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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.