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ManWithPortfolios

How To Build A Simple-But-Effective Retirement Portfolio

By Walter Updegrave, RealDealRetirement @RealDealRetire

Ask Real Deal Retirement

I like the idea of investing my retirement savings in low-cost index funds, but trying to pick them is exhausting. Any suggestions? More»

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Is Now The Right Time To Invest My Retirement Savings In The Stock Market?

By Walter Updegrave, RealDealRetirement @RealDealRetire

Ask Real Deal Retirement

I pulled my retirement savings out of the stock market just before Brexit and then kept it out because I was worried about what might happen to stocks in view of the elections. I’d like to get back in but I’m not sure this is the right time. What’s your advice on how and when I should start getting back into the market?

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Should I Invest $1 Million Of My Retirement Savings In An Annuity?

By Walter Updegrave, RealDealRetirement @RealDealRetire

Ask Real Deal Retirement

I’m 59 years old and plan on retiring within the next year. My adviser is recommending that I invest $1 million, about 25% of my nest egg, in annuities to generate retirement income. That percentage seems high to me. Is there a rule of thumb about how big a role annuities should play in one’s retirement strategy?

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Nest Eggs

What Size Nest Egg Do I Need For A Secure Retirement?

By Walter Updegrave, RealDealRetirement @RealDealRetire

Ask Real Deal Retirement

My husband and I are retired, but aren’t sure whether we have enough in savings to see us through retirement. Is there a specific amount we should have? How can we tell how much is enough? More»

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Pension Dilemma: Lump Sum or Lifetime Annuity Payments?

By Walter Updegrave, RealDealRetirement @RealDealRetire

Ask Real Deal Retirement

I’m getting ready to retire from the company where I’ve worked for many years.  I keep hearing conflicting answers as to whether I should take my pension as a lump sum or monthly lifetime annuity payments. What’s your advice?

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Annuity

Should You Put Some of Your Retirement Savings Into An Annuity?

By Walter Updegrave, RealDealRetirement @RealDealRetire

Ask Real Deal Retirement

I’m retired and have about 40% of my nest egg in stocks and 60% in bonds. I’m wary of the stock market, so I’m considering moving part of my savings into an annuity. Do you think that’s a good idea?
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