A One-Page Plan for Simplifying a Late-in-Life Portfolio
Charles Rotblut leads a class in AAII’s new Essential Investing Video Course. Go to https://www.aaii.com/ves for more information and to subscribe.
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The challenges of late-in-life portfolio management and balancing risk tolerance
How to set goals for retirement funding and legacy
Adapting your plan to health changes and future needs
All investors face the challenge of managing their portfolios during their later years. Struggles with basic financial management tasks are among the earlier signs of cognitive impairment. Even if one’s financial skills remain strong, other health issues can interfere with staying on top of a portfolio.
