Navigating Retirement

Rick Durkee continues his conversation on "Defined Outcome Investing" and how to better determine your financial results.

Investing involves risk and leaves things to chance, but what if it didn't have to? What if you could define your outcome? Rick Durkee of the Coastal Financial Planning Group explains how this is available as a tool for retirement minded savers and investors.

Part 4 of 4 In this continuing series on Defined Outcome Investing, Rick Durkee discusses how in the past, this was not available to the typical individual investor but is now available through the Coastal Financial Planning Group. While their process is easy to understand, Rick strongly suggests you listen to this podcast as there are some important details when it comes to Structured Notes and Defined Outcome Investing.

Part 3 of 4 In this continuing series on Defined Outcome Investing, Rick Durkee discusses how in the past, this was not available to the typical individual investor but is now available through the Coastal Financial Planning Group. While their process is easy to understand, Rick strongly suggests you listen to this podcast as there are some important details when it comes to Structured Notes and Defined Outcome Investing.

Part 2 of 4 How can you define an "Outcome" regarding your retirement investing? Find out how Rick Durkee and his team at the Coastal Financial Planning Group help their clients establish customized goals for receiving income on their assets earmarked for retirement that are always based on the individual objectives of each client's needs.

Part 1 of 4 How can you define an "Outcome" regarding your retirement investing? Find out how Rick Durkee and his team at the Coastal Financial Planning Group help their clients establish customized goals for receiving income on their assets earmarked for retirement that are always based on the individual objectives of each client's needs.

There is a lot of information coming at you these days—everything from the right way to wash your hands to how far to socially distance yourself from another breathing human. And in the middle of all the information overload is your money.

Income Planning is the process of structuring a specific, systematic plan to address retirement greatest risk: running out of money. Even if running out is not your top concern, you still probably strive to be as efficient as possible with your money, and Income Planning can help.

Help is on the way with the passing of the CARES Act and more than $2 Trillion dollars in stimulus money, but how can you make sure your financial life is in order. Turn to Rick Durkee and the Coastal Financial Planning Group for sound financial strategies.

How do we maintain sanity looking at the effects of the COVID-19 pandemic, especially its effects on the economy and our retirement savings & investments? Rick Durkee says the answer is having a plan in place that is opportunistic in times of growth and defensive in volatile markets. Tune in as he discusses how he, and the team from the Coastal Financial Planning Group in Charleston, structure these kinds of plans for their clients.