Social Security benefits – should you consider benefits as part of your fixed income portfolio allowing a greater allocation to equities? A thoughtful discussion of the opportunities and risk.http://www.marketwatch.com/story/social-security-as-part-of-your-portfolio-2013-08-19? Honestly after reading this it provoked a lot of thought, however conclusions would be based on your own personal assessment of risk. I would tend to side with counting Social Security monthly income as cash flow much like a fixed income portfolio. If you would like to talk with a mortgage advisor who thinks long-term and strategically about your financial investments including your liabilities – please give me a call.
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