Conscientious Financial Planning and Retirement Income Management | 201-741-9528
from Lonier Financial Advisory LLC, Osprey, FL

Tag Archives: lifetime planning

Lifetime Investing, Part Two—The Savings Phase

In part one I discussed the four phases of a lifetime savings and investment plan and how investing during the retirement income phase is driven by the strength of your household balance sheet, not by the need to beat the market or stretch for yield. The stronger your balance sheet, the more risk capacity you […]