May 31, 2013 | Planning for Longevity
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...
May 28, 2013 | Planning for Longevity
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...
May 21, 2013 | Retirement Plans
“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...
May 17, 2013 | Do You Know, Health Care Costs, Protect Your Family
The conclusion of an April column by USA TODAY’s personal finance editor Rodney Brooks deals with “other alternatives to deal with health care in retirement.” Excerpts from the article: Long-term care insurance “Planners say people also need to consider that they...
May 13, 2013 | Health Care Costs, Retirement Plans
The impact of health-care costs is enough to make anyone feel faint, and as USA TODAY personal finance editor Rodney Brooks wrote recently in an excellent column, many people “don’t have a good feeling about whether they have saved enough to make it through...
