Articles

What is a Target Date Fund, and Should I Invest in One?

What is a Target Date Fund, and Should I Invest in One?

Jul 2020

Target date funds, or TDFs, have become very popular among investors in recent years. And if you’re opening a new 401(k), this may be an option to consider if you want to minimize the stress of adjusting your retirement strategy as you get older.

Retirement Planning: Understanding 3 Primary Asset Classes

Retirement Planning: Understanding 3 Primary Asset Classes

May 2020

Determining an appropriate mix of investments and matching those choices to your retirement goals is a keystone of successful retirement planning. If your eyes glaze over when someone starts talking about asset classes, diversification and allocation, you're not alone.

Why Asset Allocation Isn't a One-Size-Fits-All Proposition in Retirement

Why Asset Allocation Isn't a One-Size-Fits-All Proposition in Retirement

May 2020

One often-cited guideline for determining asset allocation when planning for retirement is that you should subtract your age from 100 to find the percentage of your investment portfolio that you should keep in stocks.

In the Long Term, Medicare Falls Short

In the Long Term, Medicare Falls Short

May 2020

Americans turning 65 now have about a 70% chance of needing long-term care in the future. You might assume that Medicare will pay for all your long-term care needs, but you’d be wrong. Medicare does provide some benefits, but only under very specific conditions.

Long-Term Care Basics - Home Care

Long-Term Care Basics - Home Care

May 2020

Here’s the headline: $119,238. That’s how much a nursing home costs the average resident for an average stay of 14 months. And that’s just the last phase of care. Before entering a nursing home, most seniors previously receive care at home — and potentially in a less intensive assisted living facility.


Page 10 of 13

Contact Info

120 Vantis Dr #400,

Aliso Viejo, CA 92656


866-240-8591

info@mywellcents.com

© 2020 Wellcents. All rights reserved.