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• Goal Setting: A Fresh Look
• Asset Allocation

Need info on retirement investing?
Take a look at:
• Goal Setting: Retirement
• Retirement Orbits--Unique
and Personal
• Roth IRA Conversions

Dream Retirement Challenge

The first Challenge has been
successfully completed!

Lots of teams had fun building their own virtual dream retirements.

"Vestin" topped the leaderboard with a $55K portfolio, and was the Grand Prize winner.

Stay tuned for information on dates for future Challenges.

This week's Featured Expert is Ron Surz, CIMA, MBA, President of Target Date Solutions.

In this article, co-authored by Craig Israelsen, Ph.D., Mr. Surz discusses the three stages of retirement money management: accumulation, transition and distribution.

"The transition from the accumulation phase to the distribution phase is a particularly sensitive 10 year period."

To learn more about investing, money management, and retirement planning, see Wise Investing for additional useful publications.

Ron Surz
CIMA, MBA
Target Date Solutions

Retirement Orbits--Unique and Personal