
- Does their current mix of portfolio assets provide them with long-term growth potential as well as reliable cash flow?
- Is their current retirement income approach designed to help keep up with inflation?
- Are there additional protections that should be added to their portfolios to ensure they have cash flow each month, regardless of the ups and downs of the financial markets?
- How will they plan for the increasing cost of health care?
- How will they pay for an unexpected long-term care need?
- Are there financial products that allow them to continue accumulating wealth while also providing protections in case long-term care is needed?
- How will their portfolios provide income to last no matter how long they live?
- Do they have assets today that are positioned to provide them with dependable income when they need it?
- How should they consider paying for essential expenses in retirement?
- How should they consider paying for “nice-to-have” expenses in retirement?
Source: Genworth Financial