Portfolios, Planning and the Pursuit of Perfection
A look at how advisors can do a better job at giving clients what they really want from a financial advisor.
A few weeks into the New Year, it’s not uncommon for New Year’s resolutions to have gone by the wayside.
The Numbers Don’t Lie: Boomers Nervous About Health Care, Social Security
The 2012 Retirement & Politics Survey by Allianz has found that “transition boomers”—people between the ages of 55 and 65 who are less than 10 years away from retirement—see rising health care costs and Social Security as having the greatest impact on their retirement outlook.
Five Good Questions for 'Behavior Gap' Author Carl Richards
The CFP shares his thoughts on the difference between what we should do and what we actually do
Running Out of Money
It is a major fear for many Americans. In fact, there is excellent research to support the idea that Americans fear running out of money in retirement more than they fear death.
Five Good Questions for Moshe Milevsky
From solving the annuity puzzle to figuring out the best role for GLWBs, the retirement-planning expert has some revealing insights
Five Good Questions for Michael Kitces of Pinnacle
The portfolio expert shares his views on wealth management, the 4% rule and a variety of other financial-planning hot topics.
Milevsky’s ‘The 7 Most Important Equations’: Book Review
Let me deal with the necessary disclaimers first: I am a huge fan of Moshe Milevsky, a prolific author and my colleague at Research magazine. That said, Professor Milevsky’s new book is a terrific read.
Realistic Planning: There’s More to Life Than Retirement
Much retirement planning advice focuses on saving more and saving earlier. But this advice isn’t always realistic and often comes couched in unjustified criticism.
Five Good Questions for Tadas Viskanta of Abnormal Returns
The author says that active investors need to be aware that the odds are against them and that there are real costs, both explicit and implicit, in taking such an active approach.