Accounting Asset Allocation Retirement Planning 
Carson Wealth
MARCH 7, 2024
By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Your lifestyle, goals, family situation, and risk tolerance will give a unique signature to your retirement plan. How much should I be saving?
Talon Wealth
OCTOBER 26, 2023
Retirement planning is a critical part of financial security that many women still overlook. However, remember that as a woman, you have a longer life expectancy than a man, which means retirement planning is even more important. Consider early retirement tax planning. Educate yourself about finances.
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Random Roger's Retirement Planning
AUGUST 18, 2022
At 50 though, you do need to have some context for how viable your idea of retirement is. Certainly not from that account balance, a bunch of cash flow positive real estate could be a different story. Not sure I will participate because of how uninteresting our accounts are. Time and health are more important than money.
Darrow Wealth Management
FEBRUARY 9, 2025
Hypothetical simulation assumes $1M was invested on 12/31/2004, 50% in SPY and 50% in AGG, portfolio was never rebalanced, dividends not reinvested, and no other contributions/withdrawals in the account. In another words, if your asset allocation is 60% stocks and 40% bonds, the current weighted average yield is 2.19%.
A Wealth of Common Sense
FEBRUARY 16, 2024
Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features.
Nationwide Financial
JANUARY 25, 2023
Last year’s considerable losses and market fluctuations underscore the need for clients to assess their retirement plans to ensure it aligns with their objectives, financial situations, timelines, and attitudes toward market volatility. You can help them start the year right by conducting a retirement checkup.
The Chicago Financial Planner
FEBRUARY 5, 2022
Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. View all accounts as part of a total portfolio. This means IRAs, your 401(k) , taxable accounts, mutual funds , individual stocks and bonds, etc. Costs matter. Low cost index mutual funds and ETFs can be great core holdings.
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