December 10, 2021

How to succeed in retirement

Retirement Planning

A principle that is often forgotten at the time of retirement is the need to balance short term uncertainty with long term risks such as capital longevity.  In many cases we see pre-retirees become conservative and start to accrue large pools of cash.  This behaviour is totally natural and normal, however what is the cost of this strategy?  The cost is a situation where capital might dry up and the client is left with limited options (not ideal).  A recent article published by Morningstar looks at such a case and provides valuable insight. 


View the article here:  Better Stocks Than Bonds in Retirement – Morningstar


A healthy allocation to stocks during retirement may provide comfort in knowing that the later years are potentially more financially secure. 

For strategic advice tailored to your personal situation, please reach out:

This information is general advice only and does not take into account your personal circumstances, goals and objectives. Therefore, you should consider its appropriateness for your circumstances before acting on this information.


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