Retirement should be celebrated, but thinking about finances can be a headache. Wilson Advisors, LLC understands the transition from work life to retirement. Whether you need a helping hand to analyze your projected Social Security benefits, or desire a professional to suggest income-producing investments, we can help you live the retirement you’ve always dreamed about.

Meet Carl and Julie

Carl retired two years ago, and Julie is only three months away from her final day at work. Carl’s retirement income is based on his Social Security benefits and railroad pension. They are both healthy, and Julie is worried that Carl’s income won’t keep up with inflation after 20 or 30 years. She wants to put her 401(k) assets in safe investments that will exceed inflation.

In this situation, we would analyze Carl and Julie’s income needs based on their ideal picture of retirement. Based on those needs, Julie’s assets would be placed in several income producing funds while providing for the inflation protection she needed. As they could both live on Carl’s income in the short term, another strategy to implement is delaying Julie’s Social Security benefits to receive a larger monthly benefit in the future.

Carl and Julie are fictional representations of our client base. Any similarities to actual persons, living or dead, are entirely coincidental.

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Wilson Advisors, LLC