1100 13th Street, NW, Suite 1000Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Jason Mengel, originally from Atlanta, Ga., currently resides in Isle of Palms, S.C. He holds a CERTIFIED FINANCIAL PLANNER™ designation and is a member of the Financial Planning Association. Mengel graduated from Wofford College in Spartanburg, S.C., with a B.A. in Finance and also excelled on the men's tennis team. He served on the Board of Helping Hands Inc. in Aiken, S.C., is a member of the Professional Palmetto Society in Charleston, S.C., and volunteers his time with a local high school tennis team. Furthermore, Mengel is a contributing columnist for The Island Eye News and a member of the IOP Exchange Club.
If you're wondering when you can retire, how much you need to save and where your money should come from in retirement, what you're really trying to do is come up with a retirement income plan. The basics boil down to asking yourself four questions.
See More From: Building Wealth
Modern-day asset allocation is a lot trickier than the traditional rule of thumb that so many people go by.
That stock that did so well for you over the years? Don't get so attached that you hold back when it's time to rebalance.
Ask yourself this: Am I a buy-and-hold investor who doesn’t need a lot of hand-holding, or do I need more comprehensive services?