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The Retirement You Deserve: How to Sustain Your Wealth and Live with Confidence


freelancing finances

Retirement isn’t just about reaching a certain age — it’s about creating a lifestyle that allows you to live with confidence, purpose, and peace of mind. After years of hard work, you deserve to enjoy the rewards without constantly worrying about your finances. But as longevity increases and the market shifts, many retirees are left wondering: Will my wealth last?


At its core, #retirement is not just a financial milestone — it’s a new life chapter. With the right strategy, you can enjoy this phase with clarity and ease, knowing that your wealth is being carefully sustained for the long term.



The Challenge: Making Your Money Last


One of the most common — and most deeply felt — concerns in retirement is this: What if I outlive my money?


It’s a valid worry. Retirement can span 20, 30, or even 40 years, and sustaining your wealth over that time requires more than just a large nest egg — it requires intentional planning, ongoing management, and the ability to adapt as life changes.


According to the 2023 Retirement Confidence Survey by the Employee Benefit Research Institute, only 27% of workers feel very confident they’ll have enough money to live comfortably throughout retirement. Even more telling, just 3 in 10 retirees feel confident that their savings will last their entire lifetime.



Why the worry? Several key risks weigh heavily on retirees:


  • Longevity risk – We’re living longer than ever, which is great news — but it also means your savings need to stretch further.


  • Market volatility – Even with a well-diversified portfolio, unpredictable markets can disrupt your income strategy.


  • Inflation – Rising costs of living, especially in areas like healthcare and housing, can erode purchasing power over time.


  • Tax inefficiencies – Without careful planning, retirees can unknowingly pay more in taxes than necessary, reducing the net value of their income.



And then there are the emotional pressures: the desire to support adult children or grandchildren, the fear of becoming a financial burden, or simply wanting to enjoy life without constantly stressing about money.


It’s clear — retirement planning isn’t just about having enough on paper. It’s about ensuring your wealth supports your life, every step of the way.



The Solution: A Living Plan, Not a One-Time Event


True financial confidence comes from having a dynamic, adaptable strategy — not a static spreadsheet. Retirement is full of unknowns, and your plan should be able to grow and change with you.


That’s where LifeStory Financial Planning’s “Sustain Your Wealth” Plan comes in. This isn’t a one-size-fits-all solution. It’s a personalized service designed for individuals and couples who are either in retirement or close to it, and want ongoing expert guidance to navigate their financial future.



What the “Sustain Your Wealth” Plan Offers


LifeStory’s plan is built around clarity, confidence, and simplicity. Here’s what’s included:


  • Clarity on What You Can Afford: Understand your safe withdrawal rate and how to avoid depleting your savings too early.


  • An Investment Strategy that Supports Your Goals: Tailored asset allocation, designed to support both growth and income.


  • Ongoing Professional Guidance: A dedicated advisor who understands your full financial picture and is available year-round.


  • Proactive Tax Planning: Strategies that reduce your tax liability and increase your income in retirement.


  • Flexibility to Adjust as Life Changes: Life happens — your plan should adjust with you, not leave you guessing.



This service is more than just a plan — it’s a partnership.



Who It’s For


The “Sustain Your Wealth” Plan is ideal if you:


  • Are 55 or older and nearing or already in retirement


  • Want professional support to make confident financial decisions


  • Prefer a long-term relationship with an advisor who knows you


  • Value proactive planning rather than reactive problem-solving



Your Next Step



You’ve worked hard to build your wealth — now it’s time to protect it and enjoy it. With the right guidance, you can step into retirement with confidence, knowing that your money is working as hard for you as you did to earn it.


Let’s make sure your retirement story is one of freedom, security, and peace of mind.



👉 Learn more about the Sustain Your Wealth Plan and take the first step toward the retirement you deserve




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