Every year, we update two of the core articles in our Best of Merriman library – Fine tuning your asset allocation and The ultimate buy-and-hold strategy.
The 2012 updates of these articles, which now include performance information through 2011 are now available in our Best of Merriman library.
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So far, this workshop has covered the most important things every investor should know and think about. However, all the investment knowledge in the world won’t do you much good unless you put it to work in your portfolio and your life.
In the sixth session of our online workshop, Moving into action, I identify the key things that will be most useful in translating knowledge into action and action into results. I’ll also point you to a lot of helpful books and other resources.
Recommended reading to supplement this section: “Your Action Plan,” Chapter 15 in Paul’s book “Live It Up Without Outliving Your Money.”
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When you retire, your financial life may change profoundly. You may have been saving money all your life, and suddenly the flow of dollars starts moving the other way. This change has large challenges emotionally, mathematically and financially.
In the fourth section of our online workshop, Paul discusses taking distributions in retirement and suggests solutions that are likely to work for retirees in various circumstances.
If this topic is of particular interest to you, we recommend reading our Best of Merriman article, titled “Retirement distributions: How much can you afford?”
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