Are you in the “retirement bubble”? The retirement bubble is the few years leading up to retirement and the first few years in retirement when your retirement nest egg is most vulnerable to market shocks. Why? It is because of sequence of investment returns risk. Sequence of investment returns is most dangerous when you are withdrawing money from your portfolio, which is exactly what most retirees need to do in retirement.
Late to Retirement Planning? 5 Strategies to Help You Catch Up to Your Peers
You’re no longer a 20-something still getting used