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Should You Add Real Estate to Your Portfolio?

We talk a lot about stocks and bonds, but we spend less time on hard assets like commodities or real estate. Investing in real estate is very similar to investing in stocks, so it requires many of the same principles as any other asset class, just with a little twist.

Understanding the Funded Ratio

Everyone wants to know where they stand with their finances – Will I be able to have the retirement I want? Do I have enough? Roughly how far do I have to go? Am I overfunded (believe me, it happens)?

What is a Bond Ladder?

Bond ladders sound like another complicated finance concept only investing geeks understand, but they’re actually pretty simple. The easiest way to view them is as though you’re setting up your own annuity by prepaying for at least some of your income in retirement.

Join us for a FREE webinar:

Travel in Retirement:

New Options and Opportunities

Hosted By

Dan Veto, CSA

Tuesday, July 23rd

1:00 - 2:00 PM ET

Reserve Your Spot and Register Today!

Are You Ready for a Challenge?

Register to attend our FREE 4-Day Retirement Income Challenge event on August 26th– 29th from 12:00 – 2:00 PM ET each day.

Click Here to learn more or register now to reserve your spot! → 

Are You Ready for a Challenge?

Register to attend our FREE 4-Day Retirement Income Challenge event on March 10th – 13th from 12:00 – 2:00 PM ET each day.

Click below to learn more and reserve your spot!