Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Four ideas for streamlining your holdings and reducing your oversight obligations.
Four ideas for streamlining your holdings and reducing your oversight obligations.
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.