PERCENTAGE PLAY, PART 2

Excerpts from the conclusion of Eilene Zimmerman’s excellent May 14 New York Times piece headlined 4% RULE FOR RETIREMENT WITHDRAWALS IS GOLDEN NO MORE- “Many advisers recommend maximizing earnings by moving away from the 60 /40 portfolio allocation on which the 4...

PERCENTAGE PLAY

Savvy gamblers like to “play the percentages,” theatrical agents of a certain (pre-inflationary time were known as “10 per centers” and Sherlock Holmes, you may remember, famously had his “7% solution.”) For those contemplating retirement in general or portfolio...

YES, SAVE FOR RETIREMENT HEALTH CARE, BUT HOW MUCH?

“When it comes to helping clients save for health-care costs in retirement,” reports Jeff Benjamin for Investment News, “advisers need to balance concerns about massive medical costs with a retiree’s actual quality of life – no small task. In his informative...