Is deciding what to do with an orphan 401(k) on your to-do list? Here are seven steps for getting it done.
The bucket approach to retirement portfolio planning is a strategy for funding retirement cash-flow needs while also maintaining a diversified portfolio of stocks, bonds, and cash. The overarching idea is to set aside one to two years' worth of living expenses in cash (bucket 1), while using ...
Focus Consulting's Michael Falk suggests retirees pare down their fixed liabilities in their total portfolio so that they can make their discretionary spending much more manageable.
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We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.
For retirees tapping their assets, the rules on asset location are different than they are for accumulators.
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.
Here's a step-by-step guide to making sure your in-retirement financial plan is on track.
This retiree looks to get more fully invested and determine whether the stable-value option merits staying put in an old 401(k).