PERCENTAGE PLAY, PART 2

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

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?

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...