If you’re in or near retirement, you probably have questions…
But who can you trust?
The only way to help protect yourself is through education. Planning Retirement Income is a 40-page, comprehensive (yet easy-to-understand) guide that shows you how to build a investment portfolio, help strengthen your cash flow, and help create sources of lifetime income.
It identifies your potential retirement income sources and assists you in “putting together the pieces”.
Take control of your financial future and begin the education process today.
Read this guide before making any retirement or investment decisions!
Here’s just a sample of what you’ll learn…
Our guide leaves nothing out!
When to Retire
This is the first big question that you’ll need to answer. Planning Retirement Income gives you the pros and cons of retiring early or remaining in the workforce longer.
It’s not just about growing your portfolio… learning how to help reduce losses can be even more critical. Planning Retirement Income discusses both growth potential and added protection.
There are dozens of ways to begin collecting your Social Security benefits. Planning Retirement Income helps you to decide when and how to begin receiving disbursements.
There are many different strategies for investing. Planning Retirement Income explains how you can leverage insurance products to create a lifetime income stream.
Perhaps you have already retired. What’s the best withdrawal strategy for accessing retirement funds and creating income? Planning Retirement Income reviews the options and allows you to take a second look at your current positions.
Working During Retirement
Are you considering part-time work during retirement? Planning Retirement Income shows you the implications of part-time employment and how it could affect your other income sources.
Zachary Steinhandler, Founder of Steinhandler Wealth Advisors, leads the third generation of the Steinhandler family of companies. He says “growing up I was taught to treat clients as if they were family and always leave clients in a better situation than when I met them.”
Being an Retirement Planner allows Zachary to customize unique strategies that focus on principal preservation, growth, income planning and wealth transfer for families and small businesses.
A graduate of Dominican University, Zachary lives with his wife and two children in Evanston, IL. In his spare time he enjoys playing basketball and platform tennis.
With over 40 years in financial services Perry is well versed in retirement planning, wealth preservation, and creating income streams his clients can’t outlive. Perry’s special skill sets include using proprietary strategies that simply put “help protect the money you can’t afford to lose”.
A graduate of Northern Illinois University and a life long learner, Perry and his wife Diane live in the Chicago Northwest suburbs, and take special pride in their adult kids, and growing number of grandchildren.