The Retirement Dilemma: Part 1

Posted on January 6th, 2025 in Budgeting, E-Newletters, Education Planning, Estate Planning, Financial Prosperity Series, Insurance, Investing, Lending, Life Events, Retirement, Tax

In the mid – 1960s conventional wisdom (or motherhood) for retirement planning said that you should take all of your investments and put them into government bonds or fixed income type products. The thinking was that you could not afford to take any ‘risk’ in your retirement years. Thus it was believed that guaranteed investing was the best approach to retirement planning – and they were correct at that time