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Whether a family works with a financial planner or wealth advisor or manages their investments directly, everyone can benefit from purpose-based asset allocation. With purpose-based asset allocation, we avoid holding our financial assets in a single account but rather invest our assets while taking multiple needs into consideration.
Read MoreQuestion: I am 54-years-old and plan on retiring at the age of 56 from a Federal Government position. I currently have approximately 25% of my total assets in aggressive non-IRA mutual funds. Since I have over half of my total assets in higher risk investments and stocks are at an all-time high currently, should I re-balance my accounts?
Read MoreQuestion: I have just heard that people should forget about retiring until they are 70 years old. Does this only apply to a certain target audience? I am thinking about retiring when I am 60 years old (9 years from now). I have about $2,300,000 in investments split equally between a 401(K) and other investments. My wife and I have always lived well under our means.
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