99 Tips to Elevate Your Retirement | Resources - Fisher Investments
Tip #99 stresses building a "cushion" into your financial plan to account for unexpected spending or market downturns. Lifestyle and Relocation Tips ken fisher 99 retirement tips pdf
The guide moves beyond the numbers to address where and how you will live. 99 Tips to Elevate Your Retirement | Resources
Tip #18 explicitly warns to "Beware of annuities," which Fisher often views as restrictive or high-fee products. ken fisher 99 retirement tips pdf
Instead of relying solely on yield, Fisher often recommends a strategy of strategically withdrawing from principal—a "homemade dividend"—which can be more tax-efficient than earned income.
Fisher emphasizes long-term growth and tax efficiency over short-term market timing.