Fisher Investments
These 99 Retirement Tips May Surprise You
Tip #18: Beware of Annuities

Fisher clients tend not to have annuities in their portfolios, and with good reason. These complicated, difficult-to-understand contracts favor the companies that write them, not you. Annuity salespeople get high commissions that come straight off the top of your investment savings. You can manage your retirement-income security needs in ways that'll cost you less. Said simply, if someone's going to guarantee you an income in an uncertain world, they're going to charge you enough to ensure the odds are in their favor - not yours.

99 Retirement Tips from Ken Fisher

Gain unique insight on a range of retirement topics, from investing and financial planning to travel and lifestyle, based on Fisher Investments’ decades of experience working with successful retirees. This entertaining 19-page guide is chock-full of information to help you get the most out of your retirement, including:

  • Tips to help you maximize your nest egg and avoid running out of money in retirement
  • Ideas for making the most of time with family and friends
  • Methods to generate income in retirement
  • Activities to keep your mind sharp and your body active
  • Estate-planning steps so you can relax and enjoy life

Created for investors with $500,000+ in investible assets 99 Retirement Tips from Ken Fisher is for retirees and those planning for retirement. In addition to the tip above, other tips include:

  • Tip #33: Living abroad can be great
  • Tip #44: Understand and manage your Social Security benefits
  • Tip #46: Review your asset allocation regularly
  • Tip #50: Consider new fields other than the career you retired from
  • Tip #94: Be diversified, but not too diversified

How many of these tips do you already know? Don’t miss this informative and frequently requested guide!

Fisher Investments Can Help You Plan for a Successful Retirement

Founded in 1979, Fisher Investments and its subsidiaries are an independent, fee-only investment adviser with over $192 billion in assets globally—over $236 billion for private investors, $35 billion for institutional investors and over $4 billion for US small to mid-sized business retirement plans. The clients of Fisher Investments and its affiliates include over 145,000 clients.*