Dow 14,000 Redux: What's Different? compares the differences between the one-year ascent of the Dow Jones Industrial Average prior to achieving the current milestone ("14K-2") this past Friday to the one that occurred on October 1, 2007 ("14K-1"). It discusses what you should do differently this time if you're a pre-retiree or retiree to protect yourself against the possibility of a dramatic decline in the value of your portfolio similar to the 17-month aftermath of 14K-1.
As stated in the article, Robert Klein, as a retirement income planner, looks for "...windows of opportunity for my clients to transfer, what amounts to slivers of their investment portfolio in many cases, from the unpredictable fluctuations of the stock market to conservative investments that are designed to provide...income that they can depend on throughout retirement."
When questioned about the article, Bob said, "I'm very excited about joining RetireMentors as a MarketWatch contributor. I'm especially pleased with, and somewhat overwhelmed by, the immediate success of my first article. It enhances my reputation as an expert in the growing and complex retirement income planning profession. Equally important, it enables me to share my passion for writing with a larger audience than my weekly blog."
Robert Klein is the founder and president of Retirement Income Center, a retirement income planning firm located in Newport Beach, California. The firm's motto, Planning, Managing, and Protecting Your Retirement Income™ exemplifies the multi-faceted service approach that distinguishes the firm from its competitors. Bob is also the sole proprietor of Robert Klein, CPA, which he founded in 1989. In addition, he is the writer and publisher of Retirement Income Visions™, a weekly blog featuring innovative strategies for creating and optimizing retirement income that has been published since 2009.
Bob has been quoted in various publications, including The Wall Street Journal, Yahoo! Personal Finance, InvestmentNews, Bankrate.com, AnnuityNews, Wealth Manager Magazine, and Wells Fargo Small Business Roundup Newsletter.
ABOUT ROBERT KLEIN AND RETIREMENT INCOME CENTER: Robert Klein, CPA, PFS, CFP®, CLTC, president and founder of Retirement Income Center, a Registered Investment Advisor, has been recognized for his expertise in retirement income planning, management, and protection for high net worth individuals and families. The firm specializes in innovative, conservative income management strategies in addition to offering traditional investment management services designed to help clients achieve their retirement income planning goals. Retirement Income Center is located at 5020 Campus Drive in Newport Beach, California.
CONTACT: Robert Klein, President Retirement Income Center (949) 251-0910 RKlein@RetIncCtr.com