I have taken the Retirement Income Style Awareness™ Profile. Is it helpful to use this with a financial professional?
Here, we address whether or not you feel it would be helpful to share your personal RISA™ results with a financial professional.
I’ve taken the Retirement Income Style Awareness™ Profile. What’s next?
We were able to categorize next steps after the RISA™ into five groups.
Retirement Income Style Awareness Profile (RISA™) and Its Accuracy
We asked RISA™ participants if they felt the results were accurate; did the RISA™ “capture the essence of their style?”
Retirement Income Style Awareness Profile (RISA™) and Your First Reactions
In the spirit of transparency, we are continuing to refine a scale to determine your retirement income style. I thought it would be a good idea to share with all of you some of the feedback we have received from the RISA™’s release in early 2020.
What To Make of Market Volatility
In recent days, the significant market decline has resulted in renewed anxiety for many of you (I know this is blatantly obvious but stick with us). While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing. Additionally, for long-term […]
Lessons For The Next Crisis
“I find your lack of faith disturbing.” I gotta say, we agree with Darth Vadar on this one. When times of crisis arise, people naturally have a range of emotions, including fear, panic, and mistrust. This can lead to behaviors that directly contradict long-term saving strategies. It’s important to take a moment, and remember your […]
RISA™ Update
Hello everyone, I wanted to provide a quick update on where we are on the Retirement Income Style Awareness ™ (RISA) investigation. There was a pause in the action after the deadline because I took my summer break and we moved our offices in Virginia- we are still in McLean (only a mile from our […]
Are the Markets’ New Highs the Current Worry?
There are a handful of times a year when certain events precipitate a market drop. So much so, that we feel it is helpful to provide perspective on why investing in the stock market is a great way to help you build your asset base so when you retire you can better generate retirement income […]
What Does Your Funded Ratio Score Mean?
By providing your financial objectives and the ways you want to fund them with essential and discretionary expenses, you can create a framework. Your Funded Ratio score will tell you how close your aspirations are to your reality.
How Should I Spend My Money in Retirement?
The whole point of saving your money is to be able to use it in the future. You’ve spent decades saving for retirement, so you want to use the money in the most effective way possible.
