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Retirement Expert Jack Phelps Offers Guidelines To Help Retirees Objectively Assess Investments

Jack Phelps, founder of The Relaxing Retirement Coach, examines the fourth guideline in his Relaxing Retirement Equation™ in detail, focusing on the importance of objectively assessing investments on a predetermined timeline.

 
 
Jack Phelps, www.TheRetirementCoach.com
Jack Phelps, www.TheRetirementCoach.com
PRLog - Apr. 13, 2011 - WINTER PARK, Fla. -- Jack Phelps, founder of The Relaxing Retirement Coach, a Retirement Coaching company, recently published a Blog on his website (http://www.theretirementcoach.com) explaining to retirees the importance of reassessing and rebalancing their investments.  The Blog, titled “Rebalancing Guidelines,” covers tax strategy, cash flow needs, allocation, performance and more.    

Jack Phelps writes, “Earlier this month, we introduced Principle and Guideline #4 which is, once you have your investment system in place and your allocation correct, you must objectively evaluate and rebalance your investments (if necessary) on a pre-determined timeframe.”

The Relaxing Retirement Coach, Inc. provides their members with the ‘missing structure’ they need to make a seamless and relaxing transition to their retirement years so they can confidently do everything they want to do without worrying about money.  Their Relaxing Retirement Coaching Program™ provides members with a personalized, one-on-one retirement coaching relationship with constant attention to each and every detail necessary for them to consistently enjoy a relaxing retirement experience.  

The entire Blog can be found at http://www.theretirementcoach.com/blog/rebalancing-guidel...

To learn more about The Relaxing Retirement Coach, Inc., please visit http://www.theretirementcoach.com


About Jack Phelps:
Prior to developing The Relaxing Retirement Coaching Program™ back in 1994, Jack spent five years as a registered representative with Prudential Financial Services. In 1992, he received his Chartered Financial Consultant designation from The American College in Bryn Mawr, Pennsylvania. In 1989, Jack graduated from Holy Cross College in Worcester, Massachusetts with a B.A. in Economics.

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Source:Celebrity Sites
Phone:4072151739
Zip:32789
City/Town:Winter Park - Florida - United States
Industry:Finance
Tags:Jack Phelps, Relaxing Retirement, retirement coach, Relaxing Retirement Coach, retirement planning, retirement
Shortcut:prlog.org/11435409
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