What if you could quantify your satisfaction with retirement in terms of whether or not you're living the life you envisioned for yourself? Would you be 100% satisfied that your vision had been achieved? Sometimes, people's visions of retirement change once they're actually retired. They're meeting basic expenses, but perhaps they're wondering if they have the financial resources to enhance their lifestyles with travel or fulfill their lifelong ambition of living in Europe or opening a gallery or creating an endowment at their alma mater. To keep your vision on track or assess the possibility of attaining a new vision, you should consult with your UBS Financial Advisor on a regular basis, so that together you can work on a strategy to: - Coordinate your investment strategy
By consolidating IRAs and other assets earmarked for retirement, you can potentially benefit from simpler record keeping and more comprehensive asset allocation. Often, accounts maintained at different financial institutions are working at cross purposes with overlap of securities positions and asset allocations that vary substantially. - Sustain your income
Lifestyle decisions have financial consequences. Your Financial Advisor can help you assess whether contemplated expenses are supported by your various sources of income. If gaps exist, your Financial Advisor can help you develop strategies to address them. - Preserve your assets
Talk to your Financial Advisor about whether your current allocation reflects your circumstances and risk tolerance, as well as strategies to provide you and your loved ones with income during retirement. Also, discuss how you can potentially protect your retirement assets from market downturns and taxes.
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