The Landings & Bay Colony

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could help your assets last 30 years. Whatever the plan,
it’s important to tailor it to your specific situation.

As you can see, there’s a lot to think about when crafting a
plan for income. We’d like to help you review your overall
preparations and determine if your approach is likely to
accommodate your needs. Please feel free to contact us at
your convenience.

Darran Blake, The Blake Group
Senior Vice President – Wealth Management
UBS Financial Services
Tel: 954.527.6376
Email: darran.blake@ubs.com

1Source: CDC/NCHS, National Vital Statistics System;
DHHS Publication No. 2012-1232, May 2012, Table 22:
Life expectancy at birth, at 65 years of age, and at 75
years of age, by sex, race, and Hispanic origin: United
States, selected years 1900–2009.

2Source: Department of Labor, Bureau of Labor Statistics,
Consumer Price Index, as of 12/31/11. The Consumer
Price Index (CPI) is a measure of the average change over

time in the prices paid by urban consumers for a market
basket of consumer goods and services. Core CPI includes
all items less food and energy.

3Social Security and Medicare Taxes and Benefits Over a
Lifetime, by C. Eugene Steuerle and Stephanie Rennane,
Urban Institute, Updated June 2011.

4Source: Bureau of Labor Statistics.

This article has been written and provided by UBS
Financial Services Inc. for use by its Financial Advisors.

As a firm providing wealth management services to clients,
we offer both investment advisory and brokerage services.
These services are separate and distinct, differ in material
ways and are governed by different laws and separate
contracts. For more information on the distinctions between
our brokerage and investment advisory services, please
speak with your Financial Advisor or visit our website at
ubs.com/workingwithus. UBS Financial Services Inc., its
affiliates, and its employees are not in the business of
providing tax or legal advice. Clients should seek advice
based on their particular circumstances from an
independent tax advisor.

I

Planning Matters continued