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How much Stock for a Retired Person by AAII?
Posted: Thu Dec 13, 2012 3:54 pm
by modeljc
Anyone willing to consider the concept of an Expanded Portfolio?
http://www.aaii.com/asset-allocation/ar ... t-the-mold
Re: How much Stock for a Retired Person by AAII?
Posted: Thu Dec 13, 2012 7:16 pm
by LifestyleFreedom
I believe it makes sense to consider all sources of retirement income. Stocks have a role to play.
I also believe that cashflow-based investing is the foundation. Stocks come into the picture to fund discretionary items (such as vacations and legacy gifts to charities), while predictable cashflow sources (such as Social Security, quality dividend-paying stocks, and annuities from solid insurance companies) should be used for the non-negotiable items (such as food and housing).
I've seen this approach described in many good retirement planning books, but here is an episode of a PBS program that covers the concepts well.
Re: How much Stock for a Retired Person by AAII?
Posted: Fri Dec 14, 2012 4:01 am
by WildAboutHarry
Try this e-book:
It is well worth the $4.50.