: You typically need to provide contact information and portfolio size (often geared toward those with $500,000 or more in investable assets). Request by Phone

: The guide frequently highlights the potential downsides of high-fee annuities. Tip #23: Family Finances

based on the joint life expectancy of you and your spouse.

Traditional advice often suggests subtracting your age from 100 to determine your stock percentage. Fisher's methodology challenges this generic advice, arguing that a healthy 70-year-old with a 30-year horizon and a need for growth might require a much higher equity allocation than standard formulas suggest.

The PDF guide offers several benefits, including:

for high-net-worth investors. You can download the official version directly from the Fisher Investments Resource Library Key Highlights from the Guide

To build a resilient retirement plan based on Fisher’s overarching principles, focus on these five core actions:

: Fisher suggests generating retirement income by strategically withdrawing small portions of investment principal (Tip #10), which can be more tax-efficient than traditional fixed-income products. Key Financial Warnings