The 4 Income Threats Most Financial Plans Fail to Test
1. The Sequence-of-Returns Shield
Find out how to protect your income from Market Drop during the critical first 5 years of retirement
2. Inflation Reality Check
See if your income is positioned to outgrow the "invisible tax" that could silently cut your spending power in half
3. Interest-Rate Reset Lens
Stop relying on temporary CD/bond yields. Discover how to build income that is safe and stable if yields fall again (The Safe-Money Reset)
4. Longevity Guarantee
Use the Longevity Lens to ensure your plan can withstand up to eight market cycles, guaranteeing your assets outlive you


Couple, 67/64, thought they were fine. After a quick stress test, we shifted income sources—no more 4 a.m. inflation anxiety

Most plans work—until markets, inflation, or time test them!

I help pre-retirees turn “what-ifs” into confident, predictable income plans.
If any page in the guide raises questions, I’ll walk through it with you—
no pressure, no jargon, 15 minutes.
1. Market Drop Test:
If stocks fall, which income sources keep paying?
2. Inflation Reality Check:
How rising prices silently drain purchasing power.
3. Interest-Rate Reset:
What happens when safe-money yields fall again?
4. Longevity Lens:
Will your income plan last if you live into your 90s?
See exactly how your plan handles all 4 threats. No sales pitch. No commitments. Just a conversation to help you stress-test your plan
Dora Wysocki -Safe Money Professional, Retirement Income Specialist
Phone Number: 908-738-9836
Email Address: [email protected]