Retirement Income Planning

Would You Let a Dermatologist Perform Heart Surgery? Then Why Trust Your Retirement to a General Advisor?

Bernadett Papp

Published on: 21/06/2025

The second half of 2025 presents unique opportunities and challenges for retirement planning, making it an ideal time to partner with a retirement income consultant who operates under fiduciary responsibility. As market conditions continue to evolve and new regulations take effect, working with a certified professional can make the difference between a comfortable retirement and financial uncertainty.

Retirement Income Planning

Rethinking Retirement: Beyond the Savings Game

Bernadett Papp

Published on: 25/02/2025

For decades, the conventional wisdom about retirement planning has focused almost exclusively on one question: "Are you saving enough?"

Retirement Income PlanningPPA - Personal Pension AccountAlternative Retirement Income Strategies

Creating Sustainable Retirement Income: The Role of Indexed Annuities

Bernadett Papp

Published on: 21/01/2025

The goal isn't just to accumulate wealth - it's to convert that wealth into reliable, lasting income that supports your desired lifestyle throughout retirement. By establishing a strong baseline income you gain the freedom to invest remaining assets more aggressively, knowing your essential needs are covered.

Retirement Income PlanningPPA - Personal Pension AccountAlternative Retirement Income Strategies

Why IUL Deserves a Second Look in Your Retirement Strategy

Bernadett Papp

Published on: 18/01/2025

In the world of retirement planning, we often hear conflicting advice about different investment vehicles. One product that frequently sparks debate is IUL. While critics focus on its lower market returns compared to traditional investments, there's more to the story than just returns.

Retirement Income Planning