The Glidepath to Retirement

The Glidepath to Retirement

What do landing an aircraft and planning for retirement have in common?

If you set up wrong, the results can be disastrous! Which is why most people don't fly their own planes and instead rely on expert pilots to fly them to safety.

The same reliance on expertise applies to retirement planning.

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Q&A with David Edwards: How should I re-balance my asset allocation for retirement?

Q&A with David Edwards: How should I re-balance my asset allocation for retirement?

Question: 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?

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Q&A with David Edwards: Should I Wait Until I am 70 Years Old to Retire?

Q&A with David Edwards: Should I Wait Until I am 70 Years Old to Retire?

Question: 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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