ACTION POINT

REVIEW YOUR RETIREMENT PLAN AND IF YOU DON’T HAVE ONE, GET ONE

February 20, 2015

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

  • Hourly Advice over the phone, or in person
  • Local Financial Planner vetted by Garrett

Watch the related WEALTHTRACK episode.

KNOW WHAT YOU OWN, ESPECIALLY IN YOUR BOND PORTFOLIOS

February 13, 2015

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

February 6, 2015
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

January 30, 2015

Watch the related WEALTHTRACK episode.

READ FALLING SHORT: THE COMING RETIREMENT CRISIS AND WHAT TO DO ABOUT IT

January 23, 2015

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.

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