Craig Toberman shares his insights on retiring during market upswings in the Bloomberg article titled, “Don’t Let Your 401k Trick You Into Retiring During a Stock Rally.”
“Toberman said he’s seen clients who actually retired during the bottom of bear markets make out well because they had conservative return assumptions of about 6%-7% in the stock market and have now been surprised on the upside.”
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Craig Toberman is a Partner at Toberman Becker Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.