Wed, 10 January 2018
How does your retirement plan stand up to readiness testing? Today I discuss the numbers behind recent updates to Capital Market Assumptions.
Updated reports are once again calling for low returns on traditional balanced portfolios. I explain how some "forecasters" expect low end numbers for a traditional 60/40 portfolio; a portfolio that should have given you double digit returns last year. Today I explain what these numbers mean and stress the importance of retirement readiness tests. Other topics include:
Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your chances of enjoying a secure future. Please join Rob Black, Michelle Lerman and I for our Retirement Income Strategies and Estate Planning Seminar at the Palo Alto Elks Lodge Tomorrow, January 11th. Registration is $25. Click HERE to sign up!
Email your money question to firstname.lastname@example.org, or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.