For retirees, dependable income that doesn’t drain their portfolios sounds like a dream come true, especially during market volatility. But unless clients have a pension, and fewer and fewer do, how are they to find, manage and afford this kind of secure retirement income?
Constance Craig-Mason, CEO of Concierge Financial Advisory in York, Pa., said careful preparation can help clients “move from confusion and fear into a strategic plan they can actually understand and trust.”
