7 Tips to Make Sure You Don’t Outlive Your Money in Retirement
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Financial Freedom Blog
You may be aware that the Department of Labor’s attempt to require financial advisers to follow a fiduciary standard when giving advice regarding retirement accounts was abandoned by the Department and died a quiet death in June. Now the SEC is proposing a new rule that it claims will clear … Read More
In this case, I’m not talking about a data breach at one of the big credit agencies (although that’s a risk too!). No, I’m talking about what would occur if something happened to you and someone had to take over your finances. Think about it. Who would know who provides … Read More
That is the attitude that we get sometimes from people who complain that their investment portfolio is conservatively invested when the market goes up. This Fear of Missing Out (FOMO for short) is another version of greed. Our #1 rule in preparing a client’s portfolio for retirement distribution is to … Read More
Women are a lot less confident than men when it comes to retirement investing, but are in fact better investors than men. Among college-educated, not-yet-retired men with self-directed retirement accounts, such as 401(k)s and IRAs, 60 percent say they’re comfortable in managing their investments, according to a Federal Reserve survey … Read More
I like to browse the annual “best places to retire” lists that seem to come out about this time of year. U.S. News & World Report does a summary as does Forbes and AARP. The funny thing is that the same town or city does not appear on more than … Read More