Most retirees employ outdated and expensive retail investing models carried over from their employer's 401(k)'s. These models are watered down, clunky and expensive. A GPS can triangulate precisely where you are now in relation to your goals & warn you about dangers you can't see: road construction, speed limits, traffic conditions, and accidents.
Its Important to know your blind spots. A GPS is much more than just a map. It has the tools to calculate multiple route options, and identify the optimal course, customized to your unique objectives & preferences. If goals or conditions change the GPS recalculates your route staying with you every mile to ensure you get to your destination safely and efficiently.
Its Important to know your blind spots. A GPS is much more than just a map. It has the tools to calculate multiple route options, and identify the optimal course, customized to your unique objectives & preferences. If goals or conditions change the GPS recalculates your route staying with you every mile to ensure you get to your destination safely and efficiently.
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We invest using the same strategies as institutions and wealthy families. Don't pay expensive fees to retailers when you can buy directly from the manufacturers. S.M.A.R.T. Investing(R) stands for Separately Managed Account Rebalancing technique. We rebalance our client's retirement accounts using best-of-class, investment selection committees.
At retirement you will begin taking withdrawals from your investments. The timing of these distributions with the timing of market volatility could have a significant impact on your portfolio's outcome. Modern Portfolio Theory was developed in 1952. The most current "Safe Withdrawal Rule" demonstrates a 95% probability for success in retirement if you limit your withdrawals to 1.93% of your retirement portfolio each year.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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