Financial Checkup

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 survey useful? Are you on track in most of the areas? All of us will have at least 1 area we need some assistance in.

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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A withdrawal rate is the quantity of money, expressed as a percentage of the initial investment, which can be withdrawn per year for a given quantity of time without depleting your portfolio.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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