Real Life Retirement™ Services
Building financial confidence
- Don't spend your inheritance. Keep it in an investment that creates retirement income.
- Join an investment group; pool your research.
- Stay involved with your investments; have regular talks with your financial advisor.
- As entrepreneurs, Jette and her husband have created various sources of income for retirement.
- Jette has been handling investments for the family, building her financial knowledge and confidence.
To protect their nest egg, Jette actively manages her family's real estate and financial assets.
"I've never really worked, except some part-time jobs. My main job was to raise the children. My husband owns his own business, and when he sells it, that will be our main retirement income. He has no interest in participating in any of the investment stuff. I do it all."
Getting advice from many sources.
"I joined a few investment clubs because I wanted to get as much advice as I could. My current Schwab advisor has been a great help. I also love CNBC, I'm kind of addicted to it. It's important that I have my own money; it gives me a sense of security in case something were to happen to my husband's income."
"I also have a rental house; I inherited it from my Dad. I don't do treasuries; I consider this house my bonds. My consultant agrees with me: It increases in value, it's not going anywhere. We'll consider it retirement income."
Take the Next Step.
Let's talk about the retirement you want.
Call 877-673-7970 for your complimentary retirement consultation.
- Use our retirement calculator to see where you stand today.
We thank Jette for sharing what worked for her. Her words have been edited. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Examples provided are for illustrative purposes only and not intended to be predictive of future results.
The types of financial transactions mentioned may not be suitable for everyone. Each investor needs to review a transaction for his or her own particular situation. Data contained here is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed.
All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Examples provided,
including statistical simulations, are provided for illustrative purposes only and are not intended to imply future results you should expect to see. Past performance is no guarantee of future results.