The Financial Advantage with Douglas Marion: Understanding the Difference Between Building Wealth and Creating Retirement Income

The Financial Advantage with Douglas Marion

You’ve spent years building your retirement savings. How will those savings help replace your paycheck? In this edition of The Financial Advantage, Douglas Marion explains the difference between accumulating wealth and creating retirement income—and how taxes, changing expenses, and multiple income sources fit into the picture. For Lake Norman residents approaching retirement or already enjoying it, his article offers a useful starting point for thinking beyond the account balance.

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Investment Advisory Services offered through EverStar Asset Management, LLC., a SEC Registered Investment Adviser. EverStar Asset Management, LLC and Advanced Wealth Strategies, Inc. are independent entities. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level or skill or ability

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