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KEEP IT SIMPLE

How Can I Simplify My Retirement Investments?

By Walter Updegrave, RealDealRetirement @RealDealRetire

Ask Real Deal Retirement

I’m retired and currently manage my IRA portfolio of 10 different funds. But I’m thinking I’d like to simplify my portfolio and my life. Short of hiring an adviser to oversee my investments, what do you recommend? More»

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3 Ways To Recover From A Late Start On Retirement Planning

By Walter Updegrave, RealDealRetirement @RealDealRetire

Ask Real Deal Retirement

I haven’t made the best decisions when it comes to retirement planning. As a result, my wife and I are in our early 50s and have next to nothing saved for retirement. Do we have any hope of a secure retirement? More»

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Do You Really Need A Financial Adviser?

By Walter Updegrave, RealDealRetirement @RealDealRetire

Ask Real Deal Retirement 

If I just invest my money in some good low-cost mutual funds, do I really need to pay a financial adviser for help?

—Daniel

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OpenWallet

Is There A Low-Risk Way To Avoid Running Out Of Money In Retirement?

By Walter Updegrave, RealDealRetirement @RealDealRetire

Ask Real Deal Retirement

I plan to invest half of my savings in a Standard & Poor’s 500 index fund, half in a total bond market index fund, withdraw 3.5% the first year of retirement and then adjust that amount annually for inflation. Is this a low-risk way to ensure my money will last throughout a long retirement?

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4 Tips For Investing A Big Windfall In Today’s Market

By Walter Updegrave, RealDealRetirement @RealDealRetire

Ask Real Deal Retirement

I’m 53 years old and will soon come into a multi-million dollar sum that I need to manage properly for my retirement and for my children’s future. I’m not willing to just hand the reins over to anyone, but I also realize I’m not an experienced investor. I’d like to invest this money so it will continue to grow for all of us, but I don’t know where to begin. Any suggestions? More»

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How Should I Invest My Nest Egg For Maximum Retirement Income?

By Walter Updegrave, RealDealRetirement @RealDealRetire

Ask Real Deal Retirement

I’m in my mid 60s and have about $1.2 million I would like to invest for the maximum income possible for the rest of my life. I don’t care for stocks or bonds because I hate the idea of seeing the value of my savings drop if the market has a correction. And I don’t understand annuities. Any suggestions?

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