Successful Retirement Doesn’t Just Happen
It takes thought, planning and action. To help you get ready for
retirement or make your retirement even better, we’ve assembled
99 Retirement Tips, gleaned from Fisher Investments’ clients,
people who have or are successfully navigating the transition from
work to retirement.
Retirement Is More Complicated
Than Just Money Management
99 Retirement Tips, designed for those with $500,000 or more in
investible assets, will help you better understand the concerns and
issues that retired people face. Please claim your copy today, at no
cost or obligation, and take a step toward a better retirement.
About Fisher Investments and Ken Fisher
Fisher Investments is a respected money management fi rm serving
over 50,000 successful individuals as well as large institutional investors.*
We have been managing portfolios through bull and bear markets for
nearly 40 years. Fisher Investments and its subsidiaries use proprietary
research to manage over $107 billion in client assets.* Ken Fisher,
Executive Chairman and Co-Chief Investment Offi cer, is a USA
To d a y and Financial Times columnist, as well as the author of more
than 10 fi nancial books, including 4 New York Times bestsellers.
Q Determine how much you can
take from your investment
portfolio without risking
running out of money. (Tip #10)QWhy selecting a benchmark,
something few people do, can
help you maintain and grow your
portfolio over time in bull and
bear markets. (Tip #19)QWhy paying down your mortgage
before you retire might not be a
good idea. (Tip #26)QHow to estimate what your
taxes are going to be and look
for ways to reduce them in
retirement. (Tip #40)QWhy, if you are close to
retirement or already retired,
you’ll probably live longer
than you think. (Tip #12)QHow not to get caught in the
inflation trap and the fallacy of
most asset-allocation advice.
(Tip #13)QWhat you should tell your adult
children about your finances.
(Tip #23)©2019 Fisher Investments. 5525 NW Fisher Creek Drive, Camas, WA 98607.
Investments in securities involve the risk of loss.
Past performance is no guarantee of future returns.
*As of 3/31/2019.
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99 Tips to Make Your
Retirement More Comfortablefrom New York Times best-selling
author Ken FisherYours
FREE!