WiserAdvisor
DECEMBER 18, 2023
The answer to “how much you need to retire” is shaped by various factors, including the kind of retirement life you dream of, your age, and the expenses you anticipate during your retirement years. Retirement planning is not just about reaching a target savings number.
Investing Caffeine
MAY 3, 2023
Risk Tolerance: What is your asset allocation? If you are close to retirement, and you have too much exposure to equities, a retrenchment in the stock market could delay your retirement plans by years. This concept highlights the importance of rebalancing your portfolio as you get closer to retirement.
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Envision Wealth Planning
MARCH 1, 2022
Unlike buying organic foods to “do the right thing” when it comes to your health, you don’t necessarily have to spend more to do better. For example, an employer-sponsored 401(k) or 403(b) retirement plan is a wonderful perk. The Envision Wealth Planning investment process starts with qualifying and quantifying your goals.
Good Financial Cents
JANUARY 26, 2023
The stock market has returned an average of between 9% and 11% over the past 90 years and that’s the kind of growth that you’ll need to tap into if you want to retire at 50. Your retirement plan shouldn’t be. Get in touch with an Independent Financial Professional to see if you're on track to meet your retirement goals.
WiserAdvisor
JANUARY 16, 2024
This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age. Further, retirees, on average, allocate 25% of their monthly spending toward food expenses.
Yardley Wealth Management
MAY 29, 2020
I recently was interviewed for an article in a national publication on retirement income, given the current market and job losses. I thought my answers might provide you some food for thought. Question: Does the COVIC-19 crisis (market declines along with job losses) mean retirement is more in peril than even before?
Clever Girl Finance
MAY 13, 2023
It’s having enough money to cover your basic needs, like food, shelter, and healthcare, as well as being able to afford the things that bring you joy and happiness. Get on the right track to meet your retirement goals Around 25% of Americans don’t have any retirement savings at all, while 30% don’t feel their savings are on track.
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