In the News


By Eileen Ambrose & Sandra Block – Kiplinger Personal Finance.

When you’re ready to retire, how do you turn a portfolio into a stream of sustainable income that can last thirty years or more? “Taxes, unpredictable investment returns, rising health care costs and inflation down the road can significantly erode the value of your nest egg,” writes Eileen Ambrose and Sandra Block. We shared with Eileen and Sandra some of the most common mistakes to avoid in creating a reliable income stream, and the surprising ways to get more mileage out of your bond holdings. “You can make a huge difference in your income and your total return by properly managing the bond portion of your portfolio,” we advised. (Read the full article here)

01 Oct, 17