Monitoring your portfolio is more important in retirement. Do not make these investment projection or spending mistakes.

Once you enter retirement it becomes more important to keep a close eye on your portfolio and overall plan. Today I cover common spending issues many American’s face in retirement including going into retirement with a withdrawal strategy, options for adjusting your withdrawal rate after a market decline and adjusting for inflation. Other topics include:

• A-B trusts- Another reason not to let Trump delay your estate planning
• Smart beta ETF’s
• Tackling debt using the debt-snowball method
• Fraudulent tax returns
• What to expect from the new administration’s tax reform hints

 

 

Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar in Burlingame on July 13th. Click HERE to sign up!

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.