Counting on low-cost index funds
Evidence-based financial instruments with a good track record can give retirees a reliable income stream.
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THIS is the fourth article of our retirement series. In previous articles over the past months, we talked about how we helped our 59-year-old retiree client, David, to have a reliable income stream in retirement using our proprietary tool called RetireWell. As a recap, David's retirement objectives are:
At the end of age 83, he wants to have S$1 million to leave behind for his loved ones or use it for himself if he lives longer.
Very briefly, based on what David wants, we allocated S$1.479 million of his money, together with his rental income and proceeds from his insurance policies, into various "buckets" shown in the table.
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