REVIEW YOUR RETIREMENT PLAN AND IF YOU DON’T HAVE ONE, GET ONE Workers with a financial plan much more confident about retirement than those without a plan Easy to get a retirement plan check-up online ONLINE CHECKUP JONATHAN POND’S SMART PLANNER Online financial planning service Access anonymously Low-fee SHERYL GARRETT’S GARRETT PLANNING NETWORK […]
ACTION POINT
KNOW WHAT YOU OWN, ESPECIALLY IN YOUR BOND PORTFOLIOS
KNOW WHAT YOU OWN, ESPECIALLY IN YOUR BOND PORTFOLIOS Record low interest rates Bond portfolios are expensive Yields are extraordinarily low Watch the related WEALTHTRACK episode.
INVEST WITH SOME TRUE VALUE INVESTORS
10 VALUE FUNDS 1999- 2003 Average Annual Return Group Average +10.8% S&P 500 – .57% COMMON VALUES Owned limited number of carefully researched companies Long-term orientation with low portfolio turnover Substantial investments in their funds Watch the related WEALTHTRACK episode.
INVEST IN A KID
Watch the related WEALTHTRACK episode.
READ FALLING SHORT: THE COMING RETIREMENT CRISIS AND WHAT TO DO ABOUT IT
READ FALLING SHORT: THE COMING RETIREMENT CRISIS AND WHAT TO DO ABOUT IT – Charles D. Ellis, Alicia H. Munnell and Andrew D. Eschtruth HELPFUL PERSONAL FINANCE ADVICE FINANCIAL ADVANTAGES OF: Working longer Taking Social Security later Using home as source of retirement income Watch the related WEALTHTRACK episode.
CONSIDER ADDING A LITTLE ENERGY TO YOUR PORTFOLIO
Morningstar Energy Favorite Vanguard Energy ETF (VDE) VDE data by YCharts Watch the related WEALTHTRACK episode.