Get Your Retirement Reality Check
A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.
Recapping Market Capitalization
The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.
Investors Without Borders
As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.
It’s Your Home, Not Your Retirement
Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.
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