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SafeMoney.com Blog

lump sum retirement not enough

Congratulations! You have accumulated a nice “nest egg” – or a large lump sum for your retirement. But, believe it or not, just having a hefty portfolio and other assets isn't enough to ensure your retirement security.

There is also the matter of making sure your money lasts for the rest of your lifetime. A retirement income plan will go a long way toward helping you enjoy a comfortable retirement lifestyle.

In other words, building up retirement capital and investing your way to a large portfolio size isn't enough. It's just as important to know what you will do with the money you have accumulated through the development of income and distribution strategies.

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common financial blunders

By Jim Chilton, CEO and Founder of the Society for Financial Awareness

Editor's Note: This article is Part 4 of a month-long series on financial illiteracy in America. April marks National Financial Literacy Month, and to help raise Americans' financial awareness, SafeMoney.com is teaming up with the Society for Financial Awareness (SOFA), a leading financial literacy non-profit, to spread the word. You can find Part 2, "Want a Comfortable Future Retirement? Start Planning Now," and can read here our dynamic interview with Jim, the CEO and founder of SOFA.

Most of us would agree, as we go through life, we make blunders, mistakes, misjudgments… In short, we all “screw up.” Nothing noteworthy here.

The issue though is, these blunders usually occur from our behavior – the way we are wired. So, when the topic of personal finance, the way we do money, gets discussed, many opinions from many personalities take center stage.

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financial advisors denver colorado image "I recommend Safe Money Denver for their experience, professionalism, financial knowledge, unique insights from working in multiple financial/investment disciplines, and dedication to personalized service. They offer a steadfast commitment to individual client needs and a broad perspective of finance from their multifaceted professional backgrounds."

Brent Meyer Jr., Founder of SafeMoney.com

 

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The education we provide here is imperative to your financial success, especially in today's economic environment. Here you will learn how to create a plan that is guaranteed to meet or exceed your immediate or distant financial expectations. We encourage you to share this academic resource with your friends and family, so that they can also empower themselves with the knowledge found here.