TO PLANNING FOR AND LIVING IN
RETIREMENT
WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT
THE CARDINAL GUIDE TO:
Strategizing Retirement Income
￭ Stop chasing return and start managing risk.
￭ As you age, income becomes more important than account balances.
￭ Consider fixed indexed annuities, which can provide lifetime income and some nice guarantees.
￭ Long-term care implications of your investments: Using long-term care services, paid for by you, will create a big dent in your savings and income. Many fixed indexed annuities have long-term care enhancements and don’t require you to answer health history questions. The need for long-term care funds could come at the wrong time relative to the ebb and flow of markets, so buying these enhancements could be a good choice.
￭ Fill out the form below to contact Cardinal and get more information!
Form Submission - Retirement Page
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Useful Documents
For some more information on one source of retirement income, click below to read the NAIC Buyer’s Guide for Fixed Deferred Annuities.
Cardinal Guide
Durham Office
2530 Meridian Parkway, Suite 100
Durham, NC 27713
Charlotte Office
5309 Monroe Road,
Charlotte, NC, 28205
Greensboro Office
6520 Airport Center Drive, Suite 100
Greensboro, NC 27409
Contact
Hans@cardinalguide.com
Mon-Fri: 9 am - 6 PM (EST)
Saturday-Sunday: Closed
919-535-8261
Charlotte and Greensboro office visits by appointment only.
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