Real Life Retirement™ Services
Relying on Social Security
- Planning is your weapon against fears about your financial future. Start now.
- If faced with a serious medical condition, look into government benefits.
- Retired from his job as college professor at age 55 due to health problems.
- Social Security has been a lifeline; allows him to keep retirement funds intact.
A master plan derailed.
"I was a college professor, but by the age of 55 I'd developed some health problems. I had to stop teaching. My financial planning was a masterpiece, but I lost money in the market from 2001 to 2003, around the time I stopped work. Then this past fall I again lost quite a bit of money."
Preserving what's left.
"Things were looking bad, but I have a more steady income now. After several years of trying to get disability, I'm finally receiving it. I also got back pay, which I put in a CD. I used to sit around with my colleagues laughing about how Social Security wouldn't be enough to pay for anything, and now it's one of my main sources of income. My life could be worse, but it's not what I envisioned when I was a tenured professor."
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 Earl for sharing what worked for him. His 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.