Self Direct Your Investments, Save Fees and Enhance Returns
In these perilous times, a well thought out asset allocation strategy is crucial.
Welcome to the Ninth edition of this seminar exclusively for members of the Ottawa Branch of the National Association of Federal Retirees (NAFR).
For retirees who are in the decumulation phase (ie spending phase) of investing, which is far more complex than the accumulation phase because of the need to generate income and minimize taxes, a Fee Based adviser may be the answer.
The Bucket Plan, an excellent how to book by Jason L. Smith describes a simple and effective system to allay the fears of retiree investors, by ensuring that they will have enough cash for their needs, and avoiding the need to sell investments when markets tank.