Mon, 12 June 2017
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:
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 firstname.lastname@example.org , 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.