As a fiduciary, we at Unified Trust Company take pride in our goal-based planning approach. This is the game plan that helps clients achieve their goals by managing the downside risk and staying the course.
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A recent survey asked foundations and endowments about how much risk they're willing to take to get their target return. Can you guess what the results found?
If you think about your current expenses, most of them are monthly. You receive a monthly mortgage/rent bill, a monthly phone bill, a monthly car bill and so on. You likely budget other variable expenses like gas, groceries and spending money by the month. So why is it when it comes to retirement, everything is a lump sum?