Income Strategies In Retirement


Millions of Americans in retirement may be scrambling to find ways to make ends meet without the income from a full-time job, and trying to recover from recent market volatility.

Fortunately, there are several possible solutions available for those looking to increase their income during their non-working years. At Financial Resources Federal Credit Union Investment Services, available through CUSO Financial Services, L.P., one of our CFS* Financial Advisors can help you overcome several retirement income challenges and potentially create a predictable income stream by:

  • Designing a retirement plan
  • Uncovering your basic expenses and discretionary expenses
  • Evaluating current sources of retirement income
  • Identifying potential gaps between income and expenses
  • Anticipating fixed and discretionary expenses in retirement
  • Positioning assets to generate income
  • Uncovering new sources of income

To learn more about how to potentially generate income in retirement, contact us today to schedule a free, no-obligation appointment.

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