Under the Hood: Life Expectancy and Financial Planning
To make an adequate financial plan, you must assume a certain life expectancy for the client. Here's how to get started.
Your Clients Are Getting Older. So What?
The risk to financial planners of aging clients may be overstated if you look at mortality numbers and do the math on “safe” withdrawal rates.
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.
Taking money out of a retirement portfolio can be