Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.
As Clients Age, Stock Up on Stocks: Kitces
Traditional wisdom dictates that clients’ allocation to equities should decline as they get older, but Michael Kitces questions this strategy.
Finke: Should Retirees Be Stocking Up on Stocks?
The conventional wisdom of retirement portfolios is to gradually reallocate away from stocks with age. But new research says otherwise.
Financial Planning: Art or Science?
Good financial planning, like intelligent art, requires an understanding of science.
Finke Study Warns: 4% Retirement Rule Is Dead, Long Live Annuities
"The bottom line is that the current low-yield environment is a retirement income game changer," Finke says.
Evidence Over Ideology
In the words of the great Benjamin Graham, an “investor’s chief problem – and even his worst enemy – is likely to be himself.”
Remember when all retiring clients wanted was security, and all you had to do was convert the majority of investable assets into bonds? The assumption...