Confronting Uncertainty: Building a Financial Plan in an Uncertain World
Many Happy Returns
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Navigating Interest Rates and Retirement
This chapter explores the effects of rising interest rates and inflation on personal financial planning across different life stages, emphasizing the challenges of wealth accumulation and retirement. It provides historical context for current mortgage rates and discusses the importance of asset allocation and personalized financial modeling. The chapter highlights strategies for managing risk as retirement approaches, including adjustments to expected return calculations and the psychological shifts in financial planning.
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