5 Pieces Of Conventional Wisdom

Published: Aug. 27, 2020, 6:03 p.m.

How we plan for retirement has changed dramatically in the past 5-10 years. There are some challenges retirees or pre-retirees may face while planning such as record-low interest rates, the threat of a bear market, and potential tax increases. This week, SHP Co-founders, Derek Gregoire & Matthew Peck CFP® CIMA® discuss five pieces of conventional wisdom for retirement planning including why taxes could play a much bigger role, building a robust and diversified income plan, plus the key to managing investment risk in a new world.