Our Recommendations for a Well-Deserved Retirement
Free Guides with Our Financial Expertise to Support Your Wealth Planning Success
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1.
Will my wealth be sufficient once I stop working?
2.
How much income do I really need per month?
3.
How can pensions, savings, real estate and investments work together meaningfully?
4.
How do I protect my wealth from inflation, volatility and mistakes in the final working years?
5.
And how can I successfully pass on part of my wealth?
You will find clear answers to these questions in our guides
When You Know Retirement Is Coming but Are Unsure How to Finance It
In Retirement, Things May Change Financially
Which expenses remain, which are added, and which may disappear?
How can you better estimate your expected income needs?
Different Income Sources Can Indeed Work Together
Statutory pension, occupational and private provision, assets, inheritances or gifts: how you can turn these into a strategy.
Investments Can Play a Role in Retirement Planning
How recurring income (e.g. interest) differs from value fluctuations (e.g. in equities).
Why stability, liquidity and time horizon have a different significance in retirement than in younger years.
You Can Avoid Typical Investment Mistakes
Taking too much risk shortly before or during retirement can be risky. But too much caution can also cause unnecessary losses in purchasing power and return potential.
Our free guides provide answers, avoid technical jargon and give you a clear overview.
