Just what should an annual checkup do for you during retirement?

Many people think of retirement as passive where they don’t need to do an annual update anymore. So what does an annual┬ácheckup do? I suggest that annual reviews are critical during retirement. Yes, there is uncertainty about the markets going forward (I call this the Probability of the Portfolio). Yes, there is uncertainty about how … Continue reading Just what should an annual checkup do for you during retirement?