Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Four ideas for streamlining your holdings and reducing your oversight obligations.
Mentioned: Dodge & Cox Balanced (DODBX)
, Vanguard Dividend Growth Inv (VDIGX)
, Fidelity® Four-in-One Index (FFNOX)
, Vanguard Wellesley® Income Admiral™ (VWIAX)
, Vanguard Dividend Appreciation Index Adm (VDADX)
, Vanguard Total World Stock Index Admiral (VTWAX)
, Vanguard Managed Payout Investor (VPGDX)
I make a living, at least in part, by writing and educating about how to plan the financial aspect of retirement. It’s engaging and gratifying work for a couple of reasons.
First, there’s always something new to talk about, whether it’s changes to the tax code or erratic stock-market behavior. In addition, people need the help: Even investors who are using an advisor to help them plan their retirements need to educate themselves or get a second opinion on various matters.
Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.