Three-quarters of retirees “de-risked” their portfolio by reducing stock exposure when they quit working and rolled their workplace 401(k)s to an IRA. The de-risking dilemma That may seem like a good idea. But unfortunately, in some investment environments, making big, sudden changes to your fund mix at retirement can be a major mistake, according to […]
Tag Archives | retirement income
How To Protect Your Nest Egg From Inflation
Thank you again to CNN’s Jeanne Sahadi for the chance to talk about how to protect your nest egg from inflation and why there is no age at which you can say, “I don’t need growth.” Today’s budding inflation fears remind us how a well-designed portfolio can help protect us from the effects of rising […]
Ready For Retirement? Check Out Our Tips In Business Insider
Are you saving enough for retirement? We had a chance to chat with reporter Laila Maidan of Business Insider about designing a personalized retirement roadmap tailored to meet your specific goals. While saving 10% to 15% of income each year is a solid rule of thumb, that advice may not be suitable for everyone. A simple […]
Retirement Playbook: How Portfolios Can Bounce Back From Down Markets
It’s easy to get caught up in discouraging economic news, and lose sight of your long-term financial roadmap. That’s why Mari was glad to have a conversation with veteran financial journalist Gail MarksJarvis, writing for Barron’s, about how retirees can stay on track by taking positive steps to protect their portfolios in times of turbulent […]
Safety In Dividends?
With renewed concerns about slowing economic growth, more of our clients want to discuss how dividend-paying stocks can play a role in their portfolio. What’s the attraction? Investing in stocks that pay dividends can generate a nice income stream. That’s especially attractive when you stop working and need to take monthly income from your portfolio. Not all stocks […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
