Portfolio Makeover Articles
A Full Financial Planning Plate: Kids, Parents and Retirement
October 2003 by Karen C. Altfest
A couple in the "sandwich generation" faces financial concerns ranging from aging parents, children not yet in their teens, and their own financial support when they retire. A financial planner gives advice on juggling these concerns.
October 2003 by Karen C. Altfest
A couple in the "sandwich generation" faces financial concerns ranging from aging parents, children not yet in their teens, and their own financial support when they retire. A financial planner gives advice on juggling these concerns.
Can They Maintain Their Lifestyle? Retired Couple Seeks Assurance
August 2003 by Loyd J. Stegent
A few minor changes right now in their current spending can help a retired couple ensure that their savings will last them through age 95 without any drastic changes in their lifestyle.
August 2003 by Loyd J. Stegent
A few minor changes right now in their current spending can help a retired couple ensure that their savings will last them through age 95 without any drastic changes in their lifestyle.
Will Their Portfolio Last? The Rest of the Story
July 2003 by Dennis Stearns
An analysis of "John and Mary's" retirement portfolio generated lots of inquiries. Dennis Stearns tackles your questions about portfolio sustainability, withdrawal rates, and asset allocation scenario analysis.
July 2003 by Dennis Stearns
An analysis of "John and Mary's" retirement portfolio generated lots of inquiries. Dennis Stearns tackles your questions about portfolio sustainability, withdrawal rates, and asset allocation scenario analysis.
Inherited Stocks Raise Issues for Couple Nearing Retirement Age
June 2003 by Clark M. Blackman
Portfolio Makeover: Financial Planner Clark Blackman writes a planning letter to Timothy Smith addressing his financial concerns and, in particular, his upcoming retirement and what to do with a major inheritance.
June 2003 by Clark M. Blackman
Portfolio Makeover: Financial Planner Clark Blackman writes a planning letter to Timothy Smith addressing his financial concerns and, in particular, his upcoming retirement and what to do with a major inheritance.
Will Their Retirement Assets Last? Analyzing the Chances for Success
April 2003 by Dennis Stearns
Financial Planner Dennis Stearns analyzes the portfolio and spending plans of a newly retired couple, and makes some valuable suggestions to ensure that they will not outlive their resources.
April 2003 by Dennis Stearns
Financial Planner Dennis Stearns analyzes the portfolio and spending plans of a newly retired couple, and makes some valuable suggestions to ensure that they will not outlive their resources.
A Top-Down Financial Review: Where the Risks Are Lurking
January 2003 by Paula Hogan
Portfolio Makeover: Financial Planner Paula Hogan reviews the financial circumstances of a professional freelancer. In the process, she exposes hidden risks and suggests some practical solutions for reducing risk and tweaking the investment portfolio.
January 2003 by Paula Hogan
Portfolio Makeover: Financial Planner Paula Hogan reviews the financial circumstances of a professional freelancer. In the process, she exposes hidden risks and suggests some practical solutions for reducing risk and tweaking the investment portfolio.