#liquid-reserves

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#portfolio-review #asset-allocation #savings-rate #withdrawal-rate #retirement-spending #withdrawal-plan
Retirement
fromFast Company
4 days ago

How to do an in-depth portfolio review with these 8 steps

Conduct a staged, comprehensive portfolio review: gather documents, evaluate savings and withdrawal rates, rebalance asset allocation, and maintain adequate cash reserves.
fromwww.housingwire.com
2 months ago

Managing savings, homeownership during first retirement year

Advisers warn that retirees frequently spend too freely in their go-go years, when travel and leisure costs peak. The latest Consumer Expenditure Survey from the Bureau of Labor Statistics (BLS) found that average annual spending for adults ages 65 to 74 was $65,149, dropping nearly 20% by age 75. As a result, overspending early can strain savings meant to last decades, while excessive caution can lead to missing out on achievable goals.
US news
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