Tag: Action Point

TWO RECOMMENDATIONS FOR END OF SUMMER READING

August 15, 2013
David Darst recommends:
Peter Langerman recommends:

CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY

July 26, 2013

CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY

  • Review assumptions using new approaches
  • Maximize your social security benefits
  • Consider impact of insurance products:
    • immediate annuities
    • longevity insurance
    • long term care insurance

RETIREMENT CALCULATORS

T. Rowe Price
Fidelity

LOOK FOR THE POSITIVE TRENDS

July 19, 2013

• Great Investors search for what is working now and will work in the future

• Classic example: Winters’ focus on companies catering to the aspirational consumers in emerging markets

 

STAY THE COURSE AND IF YOU MUST MAKE PORTFOLIO CHANGES TAKE INCREMENTAL STEPS…

July 12, 2013

Stay the course and if you must make portfolio changes take incremental steps… the markets might be choppy, others might be panicking, fleeing bonds for instance or piling into stocks, whatever they are doing en masse, don’t follow.

Pros like Dan Fuss and Rich Bernstein have learned over time that going against the herd and taking incremental steps is the best portfolio adjustment strategy.

THE BIG RETIREMENT RISK: RUNNING OUT OF MONEY BEFORE YOU RUN OUT OF TIME

July 6, 2013

READ ERIN BOTSFORD’S BOOK
“The Big Retirement Risk: Running Out of Money Before You Run Out of Time”

IDENTIFY AND MAXIMIZE SOURCES OF INCOME FOR LIFE
– Start with maximizing social security
www.socialsecuritysolutions.com

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