Archive Monthly Archives: July 2014

Retirement Income and the Maginot Line

As you transition from saving for retirement to taking retirement income most people recognize they need to modify their balance sheet (see Winchester Mystery House) and their investment strategy. Today’s retiree faces a more challenging task of meeting longer time horizons, increasing health care costs, and less predictable retirement income. With a blitzkrieg of new challenges, addressing risk through a tolerance questionnaire and by simply adjusting your equity weighting accordingly could become your Maginot Line.

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