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Mark Hulbert

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June 28, 2019, 2:16 p.m. EDT

When it comes to retirement planning, being dynamic is a virtue

Retirement financing strategies for an uncertain future

By Mark Hulbert, MarketWatch

Everett Collection
Keep dancing.

The best laid plans of mice and men often go awry, as the poet Robert Burns famously reminded us.

And nowhere is this more true than when planning for retirement, which can involve forecasts for the subsequent 40 years. Even if you have a well-crafted financial plan (a big “if”), and even if you follow its recommendations to the letter (an even bigger “if”), you can still fall far short of the portfolio size you have determined is necessary to retire.

Mark Hulbert is a regular contributor to MarketWatch. His Hulbert Ratings tracks investment newsletters that pay a flat fee to be audited. He can be reached at mark@hulbertratings.com

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