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Retirement Planning Question – Funds

 

Q:  I am retired and am living on my pension and Social Security.  At your recommendation I recently moved money that was in a 403B to Vanguard Wellington and Wellesley Admiral funds.  I divided the money evenly between each fund. How often or when do I need to rebalance these funds?

 

A: I cannot speak directly regarding your situation without knowing more/all of the details of your financial situation, however, we would suggest annual rebalancing/reallocations for most investors at a minimum.


 

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