Retired investor June Haist has a six-figure inheritance and a low-cost portfolio she started managing herself three years ago. She's now wondering whether her money will last her to 95.

MoneySense, Julie Cazzin
December 2014

"June needs to optimize her tax efficiency and maintain a 60-40 split between her equity and fixed-income investments " says Certified Financial Planner, Ayana Forward.

Full text: MoneySense Portfolio Makeover


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