When you retire impacts your returns more than you may guess. Click the button to learn one of the ways to use timing risk for you, or see our calculator below. Contact us for additional information and to answer your questions!
There's more than one way around the barn, and there's more than one type of risk. We won't cover them all here, but in addition to timing risk, and market risk, there are other types to be aware of. Click the button below to learn more about those types of risk.
Advisory Services offered through Change Path, LLC a Registered Investment Adviser. Change Path, LLC and Kincaid Financial Resources are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.