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 60,000 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 $112 billion in client assets.*
Ken Fisher, Executive Chairman and Co-Chief Investment
Offi cer, is a USA Today 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 6/30/2019.
Call Now for Your FREE Report!
Toll-Free 1-888-899-2574
99 Tips to Make Your
Retirement More Comfortable
from New York Times best-selling
author Ken FisherYours
FREE!