Finding The Courage To Retire

If you are coming to the crossroads in your life between working full time and retirement, then you are already well aware of how intimidating it can be and that navigating such a road usually requires advance preparation in the form of additional knowledge, and often no small amount of courage. Understanding how to handle new situations that arise in this new phase of life means being able to deal with questions and concerns we may not have previously addressed.

In his first book, Bruce Porter addresses many of these retirement-related issues. Among them: options available under Social Security; creating streams of sustainable income that can last as long as you and a spouse live; understanding the intricacies of Medicare and supplemental insurance coverage; financing possible long-term nursing care; the importance of an estate plan.

Following the motto of The Resource Center, his insurance and wealth management company, Porter “Simple Solutions in a Complex World.” Foremost among these are his ideas on retirement strategies that emphasize security, protection against loss of principal and the potential for growth.

In developing resources to better inform both current and potential clients about the challenging road ahead, Bruce offers his version of a road map designed to help people in “Finding the Courage to Retire.”

His book is now readily available for purchase on Amazon, or feel free to stop by our office to grab a copy! As always, make sure to tune into Bruce’s show at 3pm every Tuesday.

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Investing involves risk, including the potential loss of principal. Any references to [protection benefits, safety, security, lifetime income, etc.] generally refers to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed; it is not intended to be used as the sole basis for financial decisions.   

We are not permitted to offer, and no statement contained herein shall constitute, tax or legal advice.  Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.  Our firm is not affiliated with the U. S. Government or any governmental agency.  Investment advisory services offered only by duly registered individuals through, LLC (AEWM).  AEWM and The Resource Center are not affiliated companies. 713265