I have a clear, written and actionable retirement plan that shows my current financial position (Point A) and my ultimate future (Point B) and sets a path to get from A to B.
I review my written retirement plan each and every year and adjust it for changes in my life. I stress test my plan's viability by changing variables for the worst case scenario.
I know exactly what my personal required rate of return (PRROR) is that will allow me to achieve all of my retirement goals. I plan my investment strategy around and work toward that PRROR.
I have an investment plan which focuses an equal amount of time on making money as it does on not losing it, simultaneously advancing and protecting my assets.
I know that I am utilizing independent advice and strategies which specifically fit my individual situation.
I review all of my investments each and every year based on how the market and economy are responding and make adjustments and/or rebalances at least annually or as needed.
I am confident with all of my insurances knowing that the way they are positioned and funded will protect me and my family for any unforeseen negative events.
I am confident that my estate planning documents and beneficiary designations are all set up to maximize the benefits that my family receives.
I am well qualified or utilizing professionals that are well qualified to give the best possible advice for my retirement, investment, estate and tax planning.
My retirement planning is set up (by me or my advisor) in a way that requires little daily, weekly or monthly attention so that I can enjoy life to its fullest.
As I consider everything that will allow me to live most comfortably during my retirement, the thing that keeps me up at night is:
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By: Campbell Wealth
As you swap your summer and winter wardrobes, you should take time to clean up your portfolio.
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The countdown to retirement has begun, so manage your retirement plan wisely.
When you’re nearing or in retirement, it’s more important than ever to improve your budgeting skills.
Preparing for retirement goes beyond the numbers. How do you want to spend your time?
If you have an investing time horizon of 10 years or more, it makes sense to consider a Roth.
Roths have great tax advantages, but they aren’t for everyone.
While you spruce up your home, consider doing the same for your portfolio.
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We’re seeing some repeated themes from last year: oil prices, rising interest rates and a strong dollar.
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