Archive | Asset Allocation RSS feed for this section
make your nest egg last

Six ways to make your nest egg last

“Will my money last?”  That’s the biggest concern for most retirees.   What can you do to stretch your retirement dollars for as long as possible?  A recent article in the Journal of Financial Planning (JFP) analyzed six factors and the role each played in portfolio longevity.  (Determinants of Retirement Portfolio Sustainability and Their Relative Impacts, […]

keep your retirement plans on track

How to keep your retirement plans on track despite the volatility

On Monday morning my friend texted me: “Holy cow!  Don’t jump!”  He was referring, of course, to the 1000+ point drop in the Dow.  Thankfully, after more than 20 years in this business, I’ve gotten used to wild swings, so I wasn’t on the ledge (although in 2008 I was glad I work in a […]

ways to live a longer, healthier life

How to create a predictable paycheck in retirement

The number one fear of retirees is running out of money.  How can you create a predictable paycheck in retirement? Step 1: Create your retirement budget. Decide how much money you will need each month in retirement by creating a detailed retirement budget.  You can download a free Retirement Budget Worksheet from our Retirement Toolkit. […]

bonds

Are bonds safe or a ticking time bomb?

I mentioned in my last post that I’ve been getting a lot of questions lately about bonds. There seems to be a pervasive fear (fueled by the media) that because rates are at historic lows and the Fed is winding down their quantitative easing, that bonds are a ticking time bomb. Is that true? If […]

protect your nest egg

3 ways to protect your nest egg and prepare for the coming volatility

Last week we got a taste of something that we haven’t experienced in awhile: Volatility. A wave of anxiety swept through the markets, pushing the Dow into negative territory for the year and handing the S&P 500 its worst week in two years. What is causing the selling? There are plenty of headlines to choose […]