The 15 Numbers Every Investor Needs to Know

Wall Street Journal

Thomas Perls, MD, geriatrics

In a world full of numbers, it is easy to lose sight of which ones are most important to your personal finances. Just as a doctor checks your vital signs, certain figures are key indicators of your current and future financial well-being. Here are 15 numbers that everyone should know:

Expert:

How long you are likely to live can affect a host of decisions, such as how to invest your retirement nest egg and how much you can safely withdraw each year.

There are online calculators that take into account family medical history and personal habits, among other factors; Mr. Baumbach, the Delaware adviser, suggests the Living to 100 calculator from Thomas Perls, a doctor who heads the New England Centenarian Study at Boston University School of Medicine.

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