Robert Eberly Email & Phone Number

The old commercial told retirees they needed to know “their number”; presumably how much they needed to accumulate for retirement. The number you really need to know is how much income do you need, and for how long will you need it. One of the major risks retirees face are the tax consequences associated with drawing down from “their number”.Other Risks all retirees can face:► Longevity - Longevity is a risk multiplier. Our retirement plans must account for an increase in life expectancy. Furthermore, the longer we live increases the likelihood that we fall prey to the other retirement risks; such as market risk and inflation risk.► Inflation – Even periods of low inflation rates present a steady erosion of your purchasing power in retirement. For many pre-retirees, a sound retirement income plan will account for inflation and provide an increasing stream of income.► Sequence of Returns Risk – Market losses early in your retirement years present a risk to your income from which you may not recover. Proper planning can help to mitigate that risk.Five vital retirement strategies that we can help our clients successfully navigate:► Income streams designed to last the life of your portfolio► Inflation protection on that stream of income► Strategies to minimize tax liabilities► Planning for both discretionary and nondiscretionary retirement spending► Ensuring plans are in place to take care of loved onesIf you are making the important decisions surrounding your retirement, let’s talk. You can reach me directly at 610-526-7201 or visit our website at www.EberlyWealthManagement.comFor more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Listed skills include Investments, Asset Allocation, Trading, Alternative Investments, and 10 others.

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  Rollins College

  Applied Economics