How badly is “dead money” affecting returns in your portfolio? Certified Financial Planner Mike Douglas discusses what could be holding your retirement plan back, including: cash stockpiles, non-performing stocks, and rental properties. He addresses the need for quarterly rebalancing to prevent portfolio drift, getting rid of non-productive assets, and ensuring investments align with current income and growth needs.
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The Dirty Tax Mistakes Hiding in Retirement Plans
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What Australia Can Teach Us About Social Security
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The Retirement Windows You Don’t Get Back
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