Blue Bell Private Wealth Management

We can help you plan your retirement.

Everybody deserves to be confident in their retirement plan. We sit down with all of our clients to ensure that they are prepared for their future.

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5 reasons why people outlive their money in retirement
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Did you know that the average 65-year-old couple has a 74% chance to live to at least 85? Most retirees are not prepared for that length of time.
As a person approaches retirement, the common practice is to allocate more of their investments into bonds. This is a dangerous strategy with the current returns that bonds are yielding. Hedged equity strategies like our covered call writing and Structured notes may be a better option in this environment.
Inflation can be a retiree’s worst enemy if ignored. Investments like annuities, CD’s, Bonds, and cash are unable to keep up with inflation over the long run. This can lead to the erosion of your retirement assets over time.
  • Longevity
  • Overly Conservative
  • Inflation

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