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Investing Blog Roundup: Creating a Retirement Policy Statement

As we’ve discussed here many times, saving/investing for retirement doesn’t have to be complicated. For most people, a very simple portfolio — even an “all in one” fund — is a perfectly good choice. Managing a portfolio in retirement, however, can be rather more complicated. And of course the portfolio is just a part of the overall financial picture.

This week, Christine Benz of Morningstar discusses creating a retirement policy statement — a short document detailing how you plan to manage your retirement portfolio, as well as a few critical related pieces of information (e.g., planned age at retirement, annual income from other sources, etc.).

Other Money-Related Articles

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