Archive for Category: goal setting

Withdrawal rate and why it is important

A withdrawal rate is the quantity of money, expressed as a percentage of the initial investment, which can be withdrawn per year for a given quantity of time without depleting your portfolio. In other words, the rate represents how much stocks, bonds, mutual funds, etc. you sell each year...

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Financial Checkup

Want to see how well you are faring financially? I strongly recommend the Fidelity Financial Checkup survey. It is quick, intuitive and very informative. They will provide you a summary of your responses and a basic action plan. It is free. Here’s the link: https://digital.fidelity.com/prgw/digital/financial-checkup/survey/8 Did you find this...

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