Academy Login

Strategies To Consider When Building An Effective Retirement Income Plan

The challenge in building an effective retirement income plan is to use available income tools and tactics in a strategic manner to meet the financial goals of retirement while also managing the risks confronting those goals. The financial goals of retirement include sustainably meeting a lifestyle spending goal for as long as one lives, providing […]

What Is a Safety-First Retirement Plan?

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.

Costs and Incidence of Long-Term Care

How likely is a person to experience a need for different types of long-term care? This is a challenging question and it is hard to find good answers.