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Charles & Annette Jones
Charles and Annette* think they are set for retirement. In fact, Charles has already retired and Annette does not work. They thought it was too late to review their retirement but thinking there was nothing to lose, they met with Wyman and were so glad they did!
Current Status
Current Plan
Current Plan
Current Plan
Charles retired and started taking social security at 66. Their plan was for Annette to take her social security at 66. To make up the difference, Charles also is withdrawing 6% from his IRA. They both think they have a balance of money and time.
Current Plan
Current Plan
Current Plan
After inputting their information into the Wealth Builder Tool, they could see a dramatic loss of income after only twenty years. This was eye opening. They needed to dive in deeper to the Wealth Builder Tool to find other scenarios for a better future. .
Scenarios
Multiple options with forecasted annual income
Multiple options with forecasted annual income
Multiple options with forecasted annual income
Wyman went to work, and shared realistic options on how their income could look by doing a few different things.
Scenarios
Multiple options with forecasted annual income
Multiple options with forecasted annual income
By updating when and how much income was taken and adding different product options, Charles and Annette were able to see various scenario outcomes and pick one that worked best for them.
Result
Charles and Annette are feeling much better about retirement and are in the process of implementing their new strategy. Even though they were basically already retired, the Wealth Building Tool was still able to help them get a better picture of their future. The best part, most of the new strategy includes guaranteed income for life.
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