Engineering Reliable Retirement Income in 2025
This article appears as part of Casey Weade's Weekend Reading for Retirees series. Every Friday, Casey highlights four hand-picked articles on trending retirement topics and delivers them straight to your email inbox. Get on the list here.
Weekend Reading
In an economy where interest rates north of five percent have become the new normal, many of the traditional retirement rules—like the 60/40 portfolio or the trusty four percent rule—cannot always provide the income security you need.
READ THE ARTICLEOften, the most effective strategies blend structure with flexibility and are built around two core tools: modern bucket strategies and annuities.
How These Tools Can Work Together:
📌 Annuities can offer guaranteed lifetime income to help fill income gaps
📌 Buckets ensure liquidity now, moderate growth in the near term, and long-term growth for future needs
📌 Combined, they create a “belt-and-suspenders” approach that’s steady, secure, and designed to weather whatever the markets bring
Bottom Line: With the right mix of custom-tailored strategies, you can trade anxiety for confidence, and uncertainty for security—helping you not just retire, but retire with greater confidence, meaning, and purpose.