Make the retirement investment planning process easier to manage. Annie Zaleski. for evolve Federal Credit Union. A 2018 Gallup poll found that the average American aims to retire at the age of 66.

The first step in your year-end investment planning process should be a review of your overall portfolio. Considering your timeline and goals, that review can tell you whether you need to rebalance.

Also, make sure your investment strategy accounts for inflation so that 20 years from now you still have the same purchasing power that you have today. 6. Look at legacy planning.

You might get help with investment planning, tax planning, estate planning, or budgeting. Whatever the deliverable is, your advisor's process should include these steps: Fact-finding: ...

The planning industry won't truly distinguish itself from the old-fashioned brokerage industry until it stops linking fees to investment portfolios. SEP 15, 2022 By Jeff Benjamin ...

A look at what it takes to have an effective strategic investment planning process, EA function vs.PMO. Mike Gilpin poses this question in the most recent post to his blog .

Like most advisors, you probably have clients who own investment real estate. These real estate properties may make up a significant percentage of their net worth. However, these held-away assets ...

In their behavioral finance book, Nudge, authors Richard Thaler and Cass Sunstein describe the following scenario: You're suffering from serious heart disease, and your doctor proposes a grueling ...

I was in the audience at our recent u201cBusiness Process & Application Delivery Forumu201d for the track session u201cUsing The Next-Generation PMO To Promote Innovation,u201d which was delivered ...

Although the Army initiated the Facility Investment Plan, or FIP, in 2020 to provide focused infrastructure improvements in accordance with senior leader facility investment priorities and funding ...