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Tag: retirement

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How Aggressive Should Your Portfolio be in Retirement?

In this highlight, we discuss how aggressive your portfolio should be in retirement and when you can take your foot…

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How to Consider Rental Income When Determining Your Retirement Goal

In this highlight, we discuss how you should approach rental income when determining your retirement goals. Do you want to…

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How To Save for Retirement When You Have a Pension

How do you invest for retirement when you have a pension? Our Money Guy guidelines suggest investing 25% of your…

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The New Standard of Wealth: $1,000,000 Is Not Enough?!

The concept of being “rich” has evolved due to inflation and changes in retirement plans and Social Security, with $2.2…

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How Should I Allocate my Portfolio When I Live Primarily on My Guaranteed Income (i.e. Social Security and Pension Income)?

Living successfully on guaranteed income could mean you have the risk capacity to allocate more of your portfolio to equities.…

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How Do I Know How Much I Need to Retire?

There is no “one size fits all” approach, but knowing the right questions to ask yourself is key. When you…

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How Does My Pension Factor Into My Net Worth Statement and Retirement Calculations?

Pensions are generally not included in your Net Worth, but do play an important role in retirement planning. Future income…

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I’m Part of the FIRE Movement. How Can I Tell That I’m on the Right Track Financially?

Know where you are…and where you’re going. If you want to know if you’re on the right track, you need…

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Should I Contribute to Roth or Traditional/Pre-Tax (i.e. 401k, IRA, etc.)?

Deciding between Roth and pre-tax contributions typically comes down to your current tax rate and how you feel about the…

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How Should Bonds and Fixed Income Factor into My Portfolio?

Bonds and similar risk-off assets are an important component of a well-diversified portfolio. Diversification can work even when it feels…

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