Investing for Sustainable Lifetime Income
Greenwood Village, CO (PRWEB) September 15, 2008 -
Financial planning firm WealthRidge is making available a retirement white paper: "Investing for Sustainable Lifetime Income ". This educational paper is available to people who are interested in planning for retirement and expect their portfolio to provide sustainable lifetime income.
As people between the ages of 50 and 65 approach retirement they will need to dramatically change their financial planning and investment management strategy. They will need to lower their investment risk and earn a stable return so that they can sustain an income stream in both good times and bad.
Retirees will be more concerned with lowering taxes when taking an income. Strategies for dealing with changing government tax policy will be very important to preserving wealth.
Since many retirees are expected to live 25 - 35 years after their working years, the cost of living could double. Stocks and bonds will need to be carefully blended to achieve a return that will keep up with inflation without bearing too much risk.
Louis B Llanes, CFAÂ®, Principal of WealthRidge says, "With concerns over rising inflation and the dramatic changes that occur in the global markets, a sound portfolio policy based on conservative principals is needed to achieve sustainable lifetime income."
For a free copy of this white paper or additional information on the news that is the subject of this release, contact Louis B. Llanes, CFAÂ®. A copy of the paper can be requested via the email below.
Some key areas addressed in the whitepaper are the management of withdrawals, volatility, inflation, and taxes during the spending phase of an investment portfolio. The paper is based on proprietary research and is written by WealthRidge Principal Louis B. Llanes, CFAÂ® who is a recognized expert in asset allocation.
WealthRidge is a financial planning firm based in Greenwood Village, Colorado. Principals Louis B. Llanes, CFAÂ® and Michael Snowdon CFPÂ® are recognized experts and published authors in investment management and financial planning. WealthRidge is a service of Blythe Lane Investment Management, a registered investment advisory firm.
For more information on retirement or financial planning with WealthRidge, please visit http://www.WealthRidge.com.
lllanes @ wealthridge.com