Bond rate changes in 2024 should have you re-evaluating their role in your portfolio. Further, any rate changes by the Fed could resulting in dramatic returns besting stock funds. Should you take any action? I did. Can I retire now? Retirement planning.
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_*PLEASE STOP USING EXCEL!!!!!!_ It falls way short optimizing every retirement factor*
Retirement Tool Link I reference and highly recommend -- New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased for 3 years).
https://www.newretirement.com/?_ef_transaction_id=&nr_a=35&utm_source=35&oid=7&affid=35
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*Money Pickle - FREE! use link to set up a FREE 45 minute dialog with a Financial Advisor*
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http://moneypickle.com/joekuhn
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RECOMMENDED FINANCIAL ADVISOR
Neil Fortwendel with Northwestern Mutual ph: 812 549 5213
Video by Lean Driven Reliability LLC
This is not investment advice. For entertainment ONLY. Seek professional help to understand your unique situation.
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