This Mental Block Costs Income Investors

 In Interview Coverage

Rebecca Lake of U.S. News & World Report includes Joe Heider, president of Cirrus Wealth Management, in an article discussing investing needs versus wants for retirement. “The advantage of dividing income streams is that it insulates against risk while still providing flexibility. When an investor uses a portion of assets to create guaranteed income, that income is independent of what the economy or markets are doing,” he says.

Leave a Comment

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt