Rethinking Retirement Rules

Reshma Kapadia of Barron’s includes Joe Heider, president of Cirrus Wealth Management, in an article discussing unforeseen expenses and the investor impact of a market dip. “The dilemma is if those ‘unforeseen’ expenses become somewhat of a regular occurrence. If the markets fall 20 percent and the kids have become accustomed to that money, it’s going to be problematic,” he says.