
Your Biggest Risk
With nearly 70% of retirees needing some type of long-term care, does your financial plan include this unexpected expense?
With nearly 70% of retirees needing some type of long-term care, does your financial plan include this unexpected expense?
As I reflect on the journey we have embarked on together, I am reminded of the importance of my own planning for the future.
Are you trying to keep up with the Labor Department’s monthly release of the CPI? How does that data translate to your portfolio management and longer-term planning?
If a steep market decline forces someone to work longer and spend less in retirement, it might just be an asset allocation problem due to poor planning by the investor.
How can you be in complete control of your financial destiny when your stocks may have plummeted 40% during the last bear market?
I will be stepping away from earned income in the not-too-distant future and am expecting the next 25 years to be the best years of my life, in part, because I have a financial plan.