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Guide to Retirement Income

If you have over a $500K portfolio, you should read the Guide to Retirement Income -7 Strategies to Rethinking Retirement through today’s high inflation and volatile market.

What is your retirement paycheck strategy? Living for 20 or 30 years without a paycheck should include a long-term approach to build up required assets during your working years, to then “flip the switch” over to a pension-like “income for life” plan that is repeatable and keeps up with inflation and taxes over time.

Our seven strategies can help you to get on track and stay on track for your retirement and to make important financial decisions with greater confidence and certainty. They are not meant to be one-size-fits-all techniques, but guideposts to help you along the way.

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Guide to Retirement Income

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Thank you for stopping by from our Face Book communication. Whether you are a do-it-yourself investor or seeking a second opinion, you can also request a Portfolio Risk Analysis and Retirement Income consultation with Jon W. Ulin, CFP®, Private Wealth Advisor, Managing Principal. You’re advantaged with Jon Ulin’s two decades of experience — it’s the kind of knowledge and expertise that national news and media outlets call upon for his assessments of financial developments. Call (561) 210-7887 to get started. 

Ulin & Co. Wealth Management is an independent advisory firm serving successful clients for many years and generations. We partner with Charles Schwab, Fidelity and Pershing to provide our clients dynamic service in asset custody, trading and research.

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Many independent advisory firms are owned by the individual advisors who run them, so they forge personal relationships with their clients.  The following areas can help add trust, confidence and value when working with an independent advisor and firm.

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*Independent SEC Registered Investment Advisor (RIA) firm affiliate
*Recognized CERTIFIED FINANCIAL PLANNER™ professional
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*A fee management structure that is simple to understand
*A relationship that’s responsive, attentive, and personal
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