Here is the link.
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Christine Benz Financial Wellness Checkup
1. How am I doing with my financial plan?
2. Assess your asset allocation
3. Estimate adequacy of liquid reserves
4. Assess the sub-allocation and trouble shoot other portfolio risk factors
5. Review tax strategies
6. Treatment of charitable deductions
7. Review tax loss sales and gains
Look into those statements:
Offset capital gain, up to $3,000 ordinary income.
8. Develop next year tax strategy.
The one investment
BENZ: inflation protection
- Own inflation protected bond fund
- Particularly beneficial for retirees and pre-retirees
- Treasury inflation-protected securities - TIPs
- Recommends low cost index funds
- iShares, Vanguard and Schwab have good TIPS index funds
Natural tendency - leave it alone when thing does very good.
re-balance your portfolio to reduce equity if the stock goes very well.
Force you to buy low and sell high - rebalance!
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