Two Philosophies for Retirement Income Planning Part Two: Safety-First School

This article is part of a series; click here to read Part 1. The safety-first school of thought was originally derived from academic models of how people allocate their resources over a lifetime to maximize lifetime satisfaction. Academics have studied these models…

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The Retirement Researcher Manifesto – Part Two

This article is part of a series; click here to read part One. Let’s continue to review the last 3 guidelines in the manifesto for my approach to retirement income planning. Approach retirement income tools with an agnostic view The financial services…

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Overview Of Retirement Income Planning – Part One

Strong disagreements exist about how to position a retiree’s assets to best meet retirement goals. Two fundamentally different philosophies for retirement income planning—which I call probability-based and safety-first—diverge on the critical issue of where a retirement plan is best served: in the…

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Women and Financial Planning

“Think equal, build smart, innovate for change”.  It is a time to applaud the progress of women’s achievements around the world. However, even with incredible progress, women face unique circumstances when approaching retirement.

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Handle with CARE: 5 Years Before Retirement

Rather than developing an exhaustive list of to do’s that may or may not be appropriate for everyone, our approach is to help the client develop a retirement framework for retirement or way of thinking about retirement.  We call this the “CARE” retirement framework and it will help you build a foundation for a successful retirement.

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