7 Actionable Ways to Achieve a Comfortable Retirement
Your dream retirement isn’t going to fund itself—that’s what your portfolio is for.
When generating income for a comfortable retirement, there are countless options to weigh. Muni bonds, dividends, REITs, Master Limited Partnerships—each comes with risk and oppor-tunity.
The Definitive Guide to Retirement Income from Fisher investments shows you ways you can position your portfolio to help you maintain or improve your lifestyle in retirement.
It also highlights common mistakes, such as tax mistakes, that can make a substantial differ-ence as you plan your well-deserved future.
Readers,
Welcome to The Starting 5 Newsletter! The 30 Second Newsletter with stocks, motivation, and tunes! Hope you enjoy!
1. Stock Performance 📈
DIA: $443.57 ↓ 0.65%
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AMZN: $225.02 ↑ 1.24%
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“Believe in yourself. You are braver than you think, more talented than you know, and capable of more than you imagine.”
— Roy T. Bennett
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4. Term Of The Day 📚
Break-Even Point
📖Definition: The point at which total revenues equal total costs; beyond this point, a business begins to make profit.
📊Why it matters: Knowing the break-even point helps businesses understand how much they need to sell to cover expenses, make informed pricing decisions, plan for profit, and manage risk
💡Example: If a café has fixed costs (rent, equipment, salaries) of $5,000 per month and each latte sold contributes $5 in profit after variable costs, they need to sell 1,000 lattes in a month just to break even
5. Song Of The Day 🎧
🎧Song: “Anti-Hero” by Taylor Swift
Genre: Pop
Why it hits: A catchy melody matched with honest lyrics about facing your flaws and fears — feels both vulnerable and empowering.
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