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Retirement > Articles & Resources > Retirement is no time to get too conservative with your investments
Retirement is no time to get too conservative with your investments

For many people, retirement seems to be the time to put your money into investments that many people perceive to be “safer,” such as bonds and CDs.

Although it seems logical to want to preserve—and not take risks—with your savings, putting your hard-earned dollars into conservative investments may not be the best strategy for you.

If you’re like most people, the most important question you have as you approach retirement is, “How can I keep what I’ve spent a life time saving?” Yet that’s just one part of the equation.

Preserving your nest egg is an important consideration, but there are other important matters to consider, including:

  • How do I prevent skyrocketing healthcare costs from eating away at my savings?
  • How can I ensure that my assets will last as long as I live?
  • How do I protect my current savings from inflation?
  • Can my assets provide me with retirement income?

Although stashing a retirement nest egg in conservative investments is appealing, these vehicles may not accomplish the things you really need, such as providing a steady income stream in retirement, or hedging against inflation.

Keep in mind that one dollar will buy more goods and services today than it will in 20 years. At 3% inflation, what costs $1.00 today will cost $1.75 in 20 years. If your savings don’t keep up with that rate of growth, your ability to purchase actually declines.

In short, rather than enjoying a steady stream of retirement income, you may experience a gradually declining paycheck—something none of us wants during our “golden years”.

Contact your Thrivent Financial representative for help creating a sound investment strategy during retirement.

 

 
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Thrivent Financial for Lutherans, its affiliates, Financial Representatives and employees do not provide legal, accounting, or tax advice or services. This summary information is provided for your education, and to help you start preparing for retirement. It is not intended to be tax or legal advice. We strongly advise that you consult your legal and/or tax advisor before making any tax-related financial decisions.

Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.

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This document was last updated on Thursday, May 17, 2007 at 12:34 PM