Client Stories
Most retirement websites show you a stock photo of a couple on a sailboat. That has never helped anybody decide anything.
So here is the actual work instead. A federal nurse with a million dollars saved and one unanswered survivor-election question that mattered more than all of it. A federal nurse practitioner retiring abroad, rebuilding an income plan that doesn’t depend on the market or the exchange rate.
Some of these end in a strategy. Some end in homework. One ends with me telling a client to leave an account exactly where it was. That’s the honest range of what this job is.
By every reasonable measure she'd done everything right. Then I asked whether her husband's pension was straight life or joint-and-survivor. Nobody had ever asked.
Read the full story →A portfolio that swings 20% is uncomfortable at home. Swinging 20% while the exchange rate moves against you is a bad year with no job to go back to.
Read the full story →Client names have been changed and identifying details omitted or altered to protect privacy. Figures reflect projections prepared at the time of each engagement and are specific to that individual’s circumstances. They are not guarantees and are not a recommendation to buy or sell any product. This content is for general educational purposes only and is not financial, tax, legal, or investment advice. Stream Income Group is an insurance and financial services firm. Any guarantees referenced are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Please consult qualified tax and legal professionals regarding your individual situation.
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