COVID-19 & Your Investments
Insights to Help You Navigate these Unprecedented Times & Stay on Track with Your Goals.
Once the paycheck stops, most retirees wonder how to best meet their cash flow needs. Unless you have saved a tremendous amount of money, living on just dividends and interest could mean a lower life style than you desire, especially in this low interest rate environment.
It is very common, after a lifetime of hectic schedules and work pressures, to wonder how you will live without deadlines and commitments. Most about-to-retire people have these same worries.
Years ago conventional wisdom was that your portfolio should get more conservative as you age. One widely quoted rule of thumb was that the amount you should have in bonds should match your age. So a 60-year-old would have a 60% bond/40% stock portfolio, a 70-year-old would have a 70% bond/30% stock portfolio, and so on.
Many clients searching for a financial advisor aren’t certain what should be reviewed and discussed at their first meeting.
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