Today’s Top 3 Retirement Decisions: Benz
May 24, 2021 by Ginger Szala
Retirement involves making many important long-term decisions, which advisors do after carefully considering each client’s needs and resources.
Christine Benz, Morningstar’s director of personal finance, outlined three “tricky decisions” for retirement planning that need to be addressed by advisors and investors — and how to handle them — in a recent column.
Wink’s note: Many computers are “complicated.” Does that mean I shouldn’t purchase one?
My top 3 retirement decisions?
1. How much social security will I receive each month?
2. Do I have sufficient funds to supplement the divide between what I’ll have, and what I need?
3. (Assuming “no,”) Which type of annuity is best for me? -sjm