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I want to show you how to replicate the Vanguard Personal Advisor Services investments with another Vanguard offering, possibly saving you thousands of dollars per year. There is a certain allure to the Personal Advisor Services because Vanguard will investRead more
In this post I am going to show you a method for calculating your pension value. You can use these calculations to determine how much you would need in a retirement account (401(k)/403(b)/IRA) to safely withdraw an amount equal toRead more
What does a financial plan look like? (Updated 2022) In this blog post I am going to show you highlights of a sample financial plan for a couple approaching retirement. Each section of a financial plan from Andrew Marshall Financial,Read more
The Best Method for Managing Your Own Retirement Investment Portfolio Your investment portfolio during retirement must be able to handle several issues. It must allow for withdrawals sufficient to cover your lifestyle It must increase enough to overcome inflation It mustRead more
