Smart Income Planning: Budgeting for Your Go-Go Years and Economic Uncertainty

Join us for our June webinar to learn more on how to budget during your Go-Go Years. We will discuss the following:

Understanding the Go-Go Years
* Defining the active early retirement phase
* Estimating spending patterns during high-activity years
* Aligning lifestyle goals with financial capacity

Building a Sustainable Budget
* Separating needs vs. wants
* Adjusting for inflation and healthcare costs
* Identifying non-essential vs. essential expenses
* Creating a “lean budget” scenario

Income Strategies for Stability
* Diversifying income streams (pensions, annuities, withdrawals)
* Managing withdrawal rates to avoid longevity risk
* Tax-efficient income planning