Grady Group of NC and SC

Keys to a Successful Retirement

The possibility of running out of money during retirement is a major concern for many Americans. Thankfully, there are strategies you can implement to earn a reasonable rate of return** in retirement, to ensure your money won’t run out. Additionally, you can do this while keeping your money safe from risk. These two things are, in our opinion, two of the keys to a successful retirement strategy.

Reach Out to Grady Group

Retirement is Approaching

What would happen to your retirement money in the event of a stock market crash? During your working years, you could easily ride the ups and downs of the market, knowing you’d be able to make your money back if you suffered any losses. Now that retirement is approaching, though, you likely won’t have the advantage of time on your side if the market drops again. You’re going to need that money soon, so safety should be your very first priority. Reach out to us to learn more. You could attend one of our educational seminar events, or give us a call to schedule a meeting. We can present you with the keys to a successful retirement.

Our Three Keys

To a Successful Retirement Are

Safety First

You've worked hard your whole life to save up money for retirement. Now, it's time to protect that money. Your retirement strategy needs to be tailored to you and your specific situation. There is no "one size fits all" option. However, if you ask us, focusing on safety above all else is beneficial. With your current strategy, how much of your money is invested (and by extension, at risk), and how much of it is being kept safe? What would happen to your money during a market downturn? Rest assured, protecting your retirement nest egg is possible.

A Reasonable Rate of Return**

Striving for safety doesn't mean you have to give up the possibility of a reasonable rate of return.** Some options, such as fixed indexed annuities (or FIAs) can earn indexed interest at a reasonable rate** while still keeping your money protected. Don't settle for just one or the other; both benefits are vital to a successful retirement.

Keep It Simple

Navigating retirement account options may feel overwhelming, even if you know your stuff. But, it doesn't have to be as complicated. If you work with us, we can help you implement methods to your retirement strategy more simply. You deserve to know exactly how your strategy works and where your money is going. We're here to help you.