My Money Matters | December 2018

I came across a great piece written by Ben Carlson, CFA, that could not have come at a better time. The article, from Carlson’s A Wealth of Common Sense blog, considers retirement at the peak of the stock market. Say you’ve worked your entire life to build your nest egg and finally you decide to call it quits in the workforce. With some unfortunate timing, the market plunges into a bear market and you lose a significant portion of your retirement savings.  What now?  Carlson does a great job outlining three different historical scenarios in which an individual retired at the market peak with the equivalent of $1 million. Continue Reading

—Brant Jones, CFP