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Retirement Portfolio

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  1. Retirees: Are You Spending Too Much?

    Headlines

    Sun, 25 Jan 2015

    Note: This article is part of Morningstar's January 2015 5-Point Retirement Portfolio Checkup special report. How much can you spend in retirement without outliving your money? It's one of the most fundamental

  2. Accumulators: Is Your Retirement Plan on Track?

    Headlines

    Sun, 25 Jan 2015

    Note: This article is part of Morningstar's January 2015 5-Point Retirement Portfolio Checkup special report. Are you saving enough? It might seem like the most basic of investing questions, but for many people

  3. Real Estate’s Bum Rap

    Headlines

    Fri, 23 Jan 2015

    best way to hold commercial real estate in a retirement portfolio ? For many investors, the answer seems to be ..... partnership. Including real estate in a retirement portfolio can be a good idea as long as the ownership

  4. Your 2015 Financial Calendar

    Headlines

    Thu, 15 Jan 2015

    estimated taxes. Morningstar.com will also kick off a Retirement Portfolio Assessment week during the week of Jan. 26. February ..... This article details the bucket system for managing a retirement portfolio ; the system employs dedicated cash reserves. June Create

  5. percent of portfolio in mid and low cap stocks?

    Commentary

    Mon, 12 Jan 2015

    I have been increasing our retirement portfolio 's percent in small and mid cap stocks over the past couple of months, and I'm wondering how much more I can add before the

  6. Flying High in the Sky, Looking for Opportunities in 2015

    Headlines

    Mon, 5 Jan 2015

    Notes version, Karen, 64 years old and retired, convinces her husband George, 67, to allocate half of their retirement portfolio to domestic stocks, the other half to bonds. As a result: What would have been restless nights for George through

  7. Retirement Readiness Recheck

    Commentary

    Sun, 4 Jan 2015

    current (max) contributions, employer match, and a conservative 1% annual return, I project that our deferred retirement portfolio will be about $1.6 million in 8 years when we are 60. After age 60, assuming a 1% annual return on our

  8. Christine Benz's 6-Step Portfolio Checkup

    Video Reports

    Sun, 28 Dec 2014

    I have written a lot about the bucket strategy for retirement - portfolio planning. So, what I typically recommend is retirees ..... one--if you're using the bucket system for your retirement - portfolio planning--there are a few key ways to think about

    retirement portfolio found at 23:36, 24:42

    liquid reserves. I have written a lot about the bucket strategy for retirement - portfolio planning. So, what I typically recommend is retirees keep about six months to two years' worth of living expenses in true cash
    to refill your bucket one--if you're using the bucket system for your retirement - portfolio planning--there are a few key ways to think about refilling that bucket one. The strategy that I always recommend is to see
  9. Retirement Savings: 3 Ways to Play Catch-Up

    Video Reports

    Tue, 23 Dec 2014

    home with smaller maintenance costs, and then you perhaps bring some of the equity from that house into the retirement portfolio as well. So, that can be beneficial from a couple of different standpoints. Stipp: So, that last part is

    retirement portfolio found at 2:13

    you perhaps bring some of the equity from that house into the retirement portfolio as well. So, that can be beneficial from a couple of different standpoints. Stipp: So, that last part is key and a
  10. Target-Date Pros and Cons

    Headlines

    Fri, 12 Dec 2014

    which you want to manage your own retirement portfolio . Below are some pros and cons of ..... If you'd rather build your own retirement portfolio , choosing the investments you want ..... the asset allocation of the entire retirement portfolio yourself to make sure it's in

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