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The Delaware Retiree's Complete Guide to Retirement Income That Lasts

The checklist showed you where the gaps are. This guide explains what to do about them — with plain-language strategies for making your income last 25–30 years.

THE CHECKLIST (DONE)

Identified the risks and gaps in your retirement plan

THE GUIDE (THIS)

Shows you exactly what to do about each one

What the guide covers

1 Sustainable withdrawal strategies

How to determine a withdrawal rate your savings can actually support over 25–30 years

2 Protecting against sequence-of-returns risk

Why a market downturn in year one of retirement is far more damaging than one in year ten — and how to buffer it

 

3 Inflation-proofing your income

Practical approaches to keeping purchasing power intact when prices rise year after year

 

4 Closing the five income gaps

A chapter dedicated to each gap identified in the checklist, with specific action steps

ML

Michael Loftus

Founder, Loftus Wealth Strategies · Bethany Beach, DE

"The checklist is the starting point. This guide is where the real planning begins — it gives you a framework you can actually bring to your advisor and say, here's what I want to address."

The Delaware Retiree's Guide to Retirement Income That Lasts

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Ready to talk through your specific situation?

After reading the guide, many people find it helpful to have a 30-minute conversation with Michael to apply these strategies to their own numbers. There's no cost and no obligation.

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CONTACT US

32895 Coastal Highway
Bethany Beach, DE 19930
Phone: 302.251.8901
Fax: 800.285.9430

90 Fort Wade Road, Suite 100
Ponte Vedra, FL 32081
Phone: 904.525.8778
Fax: 800.285.9430

Mail Only: PO Box 1045 Bethany Beach, DE 19930

Outside of our two physical offices, we work with clients in Eastern PA, NJ, MD, and Northern VA. With today's technology, we are also proud to serve clients in various parts of the country.

Privacy Policy | Terms of Use

 

Loftus Wealth Strategies is a Registered Investment Advisory Firm offering advisory services in the State of Delaware, Florida, Pennsylvania  and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.   The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.  This information should not be relied upon as the sole factor in an investment making decision.  All written content on this site is for information purposes only. Opinions expressed herein are solely those of LWS.

 

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