Broker Check

Income Planning

How much money do you need to live your life, enjoy your family, do some travelling, start a second career or small business? Retirement is not what it used to be. It is unique to any individual you ask. At Infinity, we look at that part of life, not as retirement, but as life 2.0. What will you do with the next phase of your life? What will your day look like?

How will you spend your time? It is possible that, throughout your working life, you’ve received a paycheck on a set, regular basis. And, you probably knew exactly how much each check was going to be. Now you’ve retired, or are considering it. You’ve saved diligently and have accumulated wealth within your plans, but now what? How can you transition your wealth into income to cover your living expenses that will last for the rest of your life? That is income planning. That is vital.