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We have spent the last three weeks highlighting the three measurable and controllable percentages that are absolutely critical to your long-term financial plan, especially your retirement-income success. They are (with links): Savings Rate: The percentage of your income you save Equity Allocation: The percentage of your portfolio you place in equities Withdrawal Rate: The percentage …
The last couple weeks we’ve been highlighting the only three percentages that matter. These are the three measurable and controllable percentages that are absolutely critical to your long-term financial plan, especially your retirement-income success: Savings Rate: The percentage of your income you save Equity Allocation: The percentage of your portfolio you place in equities Withdrawal …
From last week’s Mindful Money Weekly, you remember that there are three measurable and controllable percentages that are absolutely critical to your long-term investment success. These are the three financial levers each of us can pull to alter our long-term financial outcomes for better or worse: Savings Rate: The percentage of your income you save. …
There are three measurable and controllable percentages that are absolutely critical to your long-term investment success. These are the three financial trade-offs you make that will alter your long-term financial outcomes: Savings Rate: The percentage of your income that you save Equity Allocation: The percentage of your portfolio you place in equities Withdrawal Rate: The …
Over the last two weeks, we have placed the choice between using passive tools vs. active tools into the greater context of our lives. As a quick review: Active investing requires far more effort – either on the part of the investor, or on the part of another (creating an expense to the investor). Active …
Rocky, thanks for humoring me and joining me on the whole “Wealth is having a moment in our culture” riff. I think we have to be careful not to demonize people with money. ABOUT ROCKY LALVANI & RICHER SOUL Wealth Coach Rocky Lalvani, MBA, Enrolled Agent IRS, helps people who have financial success utilize their …
Last week, we introduced the constant competition between two camps of investors: the Active vs. the Passive. And, without taking a stance re: financial outcomes (performance is entirely unpredictable), we made the case that a passive approach might be the better approach. It is the one I choose personally, and recommend often – if for …
There are two ideas constantly competing for dominance in the world of investing advice – Active vs. Passive. Your outcomes, in terms of investment returns, will probably differ very little based on which side you choose to believe – though evidence does support a passive approach. Your outcomes, in terms of the time spent and …
I am very anxious about a lot of things, but “not running out of money” tops my list. It took me a long time to identify the source of this anxiety, but now I know it stems from growing up in a family that had very few resources – and knowing how close we were …
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