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
ACTION POINT
LOOK FOR THE POSITIVE TRENDS
• 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…
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 […]
THE BIG RETIREMENT RISK: RUNNING OUT OF MONEY BEFORE YOU RUN OUT OF TIME
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
THINK LIKE A WOMAN!
THINK LIKE A WOMAN! Schedule a visit with your financial advisor Discuss how portfolio reflects your long-term lifestyle needs and personal values
SEE IF YOUR FUNDS MEET THE TOP CRITERIA FOR OUTPERFORMANCE:
See If Your Funds Meet The Top Criteria For Outperformance: Low Costs And Top Talent