A Tale of Two Assets

Jonathan Clements  |  August 28, 2017

HOW SHOULD YOU DIVVY UP your nest egg between stocks and bonds once you’re retired? There’s a host of factors to consider, including Social Security, any pension plan, any debt you still have and any lump sum payments you expect, such as the proceeds from trading down to a smaller home.

Perhaps the most important consideration: How much income do you need relative to your portfolio’s size? I discuss that topic in my latest client letter for Creative Planning, where I sit on the advisory board and investment committee.

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