{"id":3100,"date":"2019-01-21T19:50:08","date_gmt":"2019-01-21T19:50:08","guid":{"rendered":"http:\/\/strategic.fixedincomeaid.org\/?page_id=3100"},"modified":"2023-10-12T11:42:09","modified_gmt":"2023-10-12T15:42:09","slug":"retirement-income-planning","status":"publish","type":"page","link":"https:\/\/poolelocke.com\/financial-services\/retirement-income-planning\/","title":{"rendered":"Retirement Income Planning"},"content":{"rendered":"<p>[vc_row full_width=&#8221;stretch_row&#8221; content_placement=&#8221;middle&#8221; css=&#8221;.vc_custom_1551211018655{margin-top: -90px !important;padding-top: 0px !important;background-image: url(http:\/\/poolelocke.fixedincomeaid.org\/wp-content\/uploads\/2019\/02\/green-bak.jpg?id=3592) !important;}&#8221;][vc_column width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;2800&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_circle_2&#8243; css_animation=&#8221;rotateInDownLeft&#8221;][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_column_text]At\u00a0Poole Locke Associates, LLC, we believe it is essential for those who are retired or nearing retirement to understand the best ways to help navigate the complexities of planning and saving for retirement. When you work with us, you know you\u2019re working with a Retirement Income Specialist who understands the best ways to help you preserve your savings and turn it into a renewable source of retirement income.<\/p>\n<p>As retirement income specialists, we work closely with our clients to provide you with advice that gives you the best chance of achieving your long-term financial goals. Our retirement planning services include strategies that can help you:<\/p>\n<ul>\n<li>Generate steady income in retirement<\/li>\n<li>Minimize your exposure to market risk<\/li>\n<li>Maximize your tax savings<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"line-height: 1.8;\">Although the growth-based financial strategies you used during your working years might have been effective in helping you grow your retirement savings, those same strategies could jeopardize your financial security in retirement. To avoid that risk, it makes sense to work with a retirement consultant who can help you focus on income-based strategies designed to help you preserve your savings so you can use it as a source of ongoing income.<\/p>\n<p>Understand, this doesn\u2019t mean that you can\u2019t remain invested in the stock market once you near retirement. A certified specialist in retirement income can help you stay in the market with less risk by shifting your strategic investment focus from capital gains to stock dividends.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_section][vc_row full_width=&#8221;stretch_row&#8221; css=&#8221;.vc_custom_1548099189754{background-color: #58585a !important;}&#8221;][vc_column][vc_row_inner][vc_column_inner][vc_cta h2=&#8221;Call or email our office today to set up a Free Financial Analysis!&#8221; txt_align=&#8221;center&#8221; shape=&#8221;square&#8221; style=&#8221;flat&#8221; color=&#8221;turquoise&#8221; add_button=&#8221;top&#8221; btn_title=&#8221;Schedule an Appointment&#8221; btn_style=&#8221;flat&#8221; btn_shape=&#8221;square&#8221; btn_color=&#8221;success&#8221; btn_size=&#8221;lg&#8221; btn_align=&#8221;center&#8221; btn_css_animation=&#8221;fadeInDown&#8221; btn_link=&#8221;url:http%3A%2F%2Fpoolelocke.fixedincomeaid.org%2Fcontact%2F|||&#8221; css=&#8221;.vc_custom_1551210707251{background-color: #58585a !important;}&#8221; btn_el_class=&#8221;h3&#8243;]<\/p>\n<h2><span style=\"color: #9cd662;\">302.439.0733<\/span><\/h2>\n<p>[\/vc_cta][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/4&#8243;][vc_empty_space height=&#8221;47px&#8221;][vc_column_text]<strong>If you know of a friend or family member who needs our services, please contact us and we will be happy to help them.<\/strong>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_empty_space height=&#8221;47px&#8221;]\n<div class=\"wpcf7 no-js\" id=\"wpcf7-f327-o1\" lang=\"en-US\" dir=\"ltr\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/wp-json\/wp\/v2\/pages\/3100#wpcf7-f327-o1\" method=\"post\" class=\"wpcf7-form init\" aria-label=\"Contact form\" novalidate=\"novalidate\" data-status=\"init\">\n<div style=\"display: none;\">\n<input type=\"hidden\" name=\"_wpcf7\" value=\"327\" \/>\n<input type=\"hidden\" name=\"_wpcf7_version\" value=\"5.9.3\" \/>\n<input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/>\n<input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f327-o1\" \/>\n<input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/>\n<input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/>\n<\/div>\n<div class=\"input-group\">\n\t<p><span class=\"wpcf7-form-control-wrap\" data-name=\"text-960\"><input size=\"40\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Name*\" value=\"\" type=\"text\" name=\"text-960\" \/><\/span><br \/>\n<span><i class=\"input-icon fa fa-user-o\"><\/i><\/span>\n\t<\/p>\n<\/div>\n<div class=\"input-group\">\n\t<p><span class=\"wpcf7-form-control-wrap\" data-name=\"tel-71\"><input size=\"40\" class=\"wpcf7-form-control wpcf7-tel wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-tel\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Phone Number*\" value=\"\" type=\"tel\" name=\"tel-71\" \/><\/span><br \/>\n<span><i class=\"input-icon fa fa-phone\"><\/i><\/span>\n\t<\/p>\n<\/div>\n<p><strong style=\"display:none;\">I'm interested in:<\/strong>\n<\/p>\n<div class=\"input-group\">\n\t<p><span class=\"wpcf7-form-control-wrap\" data-name=\"menu-668\"><select class=\"wpcf7-form-control wpcf7-select\" aria-invalid=\"false\" name=\"menu-668\"><option value=\"Income Planning\">Income Planning<\/option><option value=\"Legacy\">Legacy<\/option><option value=\"Wealth Preservation\">Wealth Preservation<\/option><option value=\"Social Security Maximization\">Social Security Maximization<\/option><option value=\"Medicare Supplement and Advantage Plans\">Medicare Supplement and Advantage Plans<\/option><option value=\"Final Expense\">Final Expense<\/option><option value=\"401K and Retirement Plan Rollovers\">401K and Retirement Plan Rollovers<\/option><\/select><\/span><br \/>\n<span><i class=\"input-icon fa fa-cogs\"><\/i><\/span>\n\t<\/p>\n<\/div>\n<p><input class=\"wpcf7-form-control wpcf7-submit has-spinner\" type=\"submit\" value=\"Send\" \/>\n<\/p><input type=\"hidden\" id=\"ct_checkjs_cf7_233509073ed3432027d48b1a83f5fbd2\" name=\"ct_checkjs_cf7\" value=\"0\" \/><script >setTimeout(function(){var ct_input_name = \"ct_checkjs_cf7_233509073ed3432027d48b1a83f5fbd2\";if (document.getElementById(ct_input_name) !== null) {var ct_input_value = document.getElementById(ct_input_name).value;document.getElementById(ct_input_name).value = document.getElementById(ct_input_name).value.replace(ct_input_value, '1981010576');}}, 1000);<\/script><label class=\"apbct_special_field\" id=\"apbct_label_id61878\" for=\"apbct__email_id__wp_contact_form_7_61878\">61878<\/label><input \n        id=\"apbct__email_id__wp_contact_form_7_61878\" \n        class=\"apbct_special_field apbct__email_id__wp_contact_form_7\"\n        autocomplete=\"off\" \n        name=\"apbct__email_id__wp_contact_form_7_61878\"  \n        type=\"text\" \n        value=\"61878\" \n        size=\"30\" \n        apbct_event_id=\"61878\"\n        maxlength=\"200\" \n    \/><input \n        id=\"apbct_event_id\"\n        class=\"apbct_special_field\"\n        name=\"apbct_event_id\"\n        type=\"hidden\" \n        value=\"61878\" \n            \/><div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div>\n<\/form>\n<\/div>\n[\/vc_column][vc_column width=&#8221;1\/4&#8243;][\/vc_column][\/vc_row][\/vc_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[vc_row full_width=&#8221;stretch_row&#8221; content_placement=&#8221;middle&#8221; css=&#8221;.vc_custom_1551211018655{margin-top: -90px !important;padding-top: 0px !important;background-image: url(http:\/\/poolelocke.fixedincomeaid.org\/wp-content\/uploads\/2019\/02\/green-bak.jpg?id=3592) !important;}&#8221;][vc_column width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;2800&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_circle_2&#8243; css_animation=&#8221;rotateInDownLeft&#8221;][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_column_text]At\u00a0Poole Locke Associates, LLC, we believe it is essential for those who are retired [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":0,"parent":1643,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Retirement Retirement Income Planning | Wilmington, DE | Poole Locke Associates<\/title>\n<meta name=\"description\" content=\"We specialize in Retirement Income Planning Strategies for Retirees in the Wilmington area. 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