How Will Your Retirement Plan Adapt To Investment Surprises?

This is the second article of a three-part series on planning for the unexpected life events that could disrupt the successful outcome of your plan. This article focuses on investment surprises. Our objective is to accumulate wealth during our working years sufficient to generate an income stream in retirement that replaces our business or employment income. Those with a defined benefit pension plan may not be concerned as they can expect a guaranteed income indexed to inflation that...