The Morningstar Baby Boomer Retirement Guide

baby. Retirement Guide. Investment strategies for those who retired. … We created the retirement of the baby boomers Morningstar Guide Guide ….

More PDF Content

Featured in this booklet

  • Planning Advice for Every Life Stage 3
  • Is Your Retirement Portfolio on Track ? 6
  • Playing it Safe (but Not Too Safe for Retirement) 8
  • Weighing Options for an Early Retirement 11
  • Hitting a Pothole on the Road to Retirement 14

Streamlined and Retirement-Ready
David and Cynthia’s Portfolio

  • Vanguard Total Stock Market Index VTSMX
  • Vanguard 500 Index VFINX
  • Fidelity Contrafund FCNTX
  • Vanguard Inflation-Protected Securities VIPSX
  • Vanguard Total Bond Market Index VBMFX
  • Dodge & Cox Income DODIX
  • Vanguard Wellington VWELX
  • Dodge & Cox Stock DODGX
  • Company Stock
  • Vanguard S/T T/E VWSTX
  • Vanguard L/T T/E VMLTX
  • Vanguard Mid Cap Index VIMSX
  • Vanguard Primecap VPMCX
  • Dodge & Cox International DODFX
Download The Morningstar Baby Boomer Retirement Guide pdf from swilley.mercer.edu, 18 pages, 261.61KB.
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