Retirement Income Planning: The Total Return Approach Vs. the Bucket Approach
Most working Americans have only one source of steady income before they retire: their jobs. But when you retire,
your income will likely come from a number of sources, such as retirement accounts, social security benefits, pensions, and part-time work. When deciding how to manage your various assets to ensure a steady retirement income stream,
there are two main strategies to consider: the total return approach and the investment pool—or bucket—approach.
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Social Security Timing Strategies
The most common questions individuals have about social security strategy...
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Market Update for the Quarter Ending December 31, 2018
Terrible December caps off tough year for markets Unfortunately, investors who were holding out hope for a year-end rally were disappointed.
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Securities offered through Commonwealth Financial Network, Member www.FINRA.org/ www.SIPC.org.
Investment advisory services may be offered through Commonwealth Financial
Network, a registered investment adviser, and/or BerryDunn Wealth Management,
LLC, a state-licensed investment adviser. Advisory services and fixed insurance
products and services offered by BerryDunn Wealth Management, LLC are separate
and unrelated to Commonwealth. 100 Middle Street, Portland, ME
04101. 207-541-2200
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