by Judy Carlson | Mar 1, 2026 | Investments, Retirement, Wealth Management
Morningstar recently announced that the “safe” retirement withdrawal rate for 2026 is 3.9% That number is based on updated capital market assumptions and a portfolio allocation of roughly 30–50% equities, with the remainder in bonds and cash If someone retires in...
by Judy Carlson | Feb 6, 2026 | Financial Advisor, Investments, Retirement, Wealth Management
Many people I meet believe they have a financial plan. They have met with an advisor.They have reviewed reports.And they have seen the charts and projections showing how things might unfold over time. And yet, a quiet question often remains. Am I going to be okay? It...
