Now that rates have risen, there’s opportunity—but also complexity. Here’s how to make the most of your savings today: ✅ Reassess your income strategy. Consider a Multi-Year Guaranteed Annuity (MYGA), money markets, or short-term bonds that now offer stronger yields. ✅ Diversify wisely. A balanced mix of investments can help turn your savings into steady, long-term retirement income. ✅ Plan with purpose. Your cash shouldn’t just sit—it should work for you with a strategy that fits your goals and comfort level.
If you’re nearing or in retirement and wondering how to adjust after years of slow growth, let’s talk about ways to make your money last—and thrive—under today’s rate environment.
📞 Schedule a conversation with us today. #RetirementPlanning #FinancialAdvisor #InterestRates #SmartInvesting #RetirementIncome
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