The Wade Agency services Olathe, Kansas City and their outlying cities and counties. Get Relaxed About Retirement Retirement Planning Calculation “Let’s test how your retirement plans are likely to work: If things go smoothly If there’s a huge market downturn If there’s a need for Long Term Care If there are other catastrophes”   “Wouldn’t you like to know?” “When we help people discover that, after working hard all their lives, their retirement plans will work, perhaps with a tweak or two, we feel an immense joy”   We can test how your retirement plans are likely to work: If things go smoothly If there’s a huge market downturn If there’s a need for Long Term Care If there are other...

In the last 75 years, the S&P 500 grew 10.37 % (Compound Annual Growth Rate), or 6.37% adjusted for inflation. In the last 10 years, the S&P 500 grew 1.31 % (Compound Annual Growth Rate), or -1% adjusted for inflation. Insuring the Money We will Need Soon We might want to find a way to insure the money we’ll need in a shorter time-frame from loss and if possible, still enjoy growth when the market grows. During the last 10 years, when the S&P 500 grew 1.31%, many Insured Retirement Investments are back tested to yield over 5%. So, we see that the S&P 500 averages over 10% growth over the long haul. That looks good, when compared to the recent trends. However, we might want to consider insured investment opportunities for some of our money that,...