A big part of our practice is dedicated to helping women create retirement security. We discuss the challenges facing many single women face planning for retirement. A common concern shared by all women is how they will manage complex portfolios that require attention and time and is that necessary. The challenges of managing a complex portfolio of equities or bonds gets more difficult with age. We offer insight to men and women about just how difficult this process is at 80 or 90 years old. Once people come to learn about the benefits and the guarantees of income annuities, they begin to shift their risky equities to no-risk, guaranteed income contracts.
