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Rules rule OK!

I’m not going to talk about the Financial Conduct Authority or HMRC rules, but the far more useful investment-based rules of thumb that we can use

The 10, 5, 3 Rule

This is the expected long-term return from equities, bonds and cash. It can be combined with the rule of 72 so you can see how

The 4% rule

The 4% rule is a retirement income rule. The theory goes that if you take no more than 4% of your portfolio as income then

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