Here's an income plan for a hypothetical 65-year-old couple with $1.6 million in savings, a real income goal of $8,000/mo. in retirement, and a legacy goal of $1.5 million.
We were on our way up and out of the extreme low interest rate regime until the end of July, when factors related to the 2020 election came into play.
Active Mutual Funds
'Active fund families that have grown organically have shown that there is, in fact, a viable path to success,' said Ed Louis, senior analyst at Cerulli.
'If, as appears, Fed policy is truly being influenced by pressure from Trump, then we will have reckless monetary policy combined with fiscal policy that is out of control,' writes our guest columnist.
Sullivan to succeed Pelletier at Prudential; Three Jackson fee-based annuities join RetireOne platform; Ascensus publishes 'Inside America's Savings Plans'; Fidelity publishes 10th annual plan sponsor survey; Vanguard releases fund voting records; Fleming joins Lincoln Financial.