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Retirement Income

| November 01, 2021

Retirement Income with Dave Hinde

At Heritage Investments we have retirement portfolios designed to get you the income you need. And this is a very important part of retirement. With low interest rates, with inflation and people living longer, income is at a premium. 

What you need in your portfolio — interested-bearing bonds and dividend paying stocks. We don’t know if the current inflation is transitory or not, but we do know that inflation is something that can really do damage to your retirement portfolio if you’re not paying attention to it.

The other thing is monitoring your withdrawal rate. We want to make sure that you’re taking enough money out for your needs but also not too much that it’s not sustainable. So, if you’re looking for help with your retirement income, come see us at Heritage Investments.