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BusinessWeek
July 3, 2008
Lynn O'Shaughnessy |
Spending Safely Advisers now concede that fluctuating conditions make rigid formulas for drawing down savings unrealistic.   |
Financial Advisor
July 2005
Dan Moisand |
No Easy Answers Retirement withdrawal rates remain the subject of much debate for financial advisors and clients alike. |
Financial Planning
July 1, 2008
Bob Veres |
Market-Based Withdrawals A new report takes the discussion of sustainable withdrawal rates into an entirely new realm, quantifying what retirees will have to live on when they begin drawing down their portfolios, and offering a promising method for keeping that number reasonable, safe and generous. |
Financial Planning
December 1, 2009
Dan Moisand |
Under My Rule of Thumb The withdrawal rate attempts to answer the question, How much money can a client spend in retirement without fear of running out of money? The 4% rule of thumb doesn't seem to always apply anymore. |
Financial Advisor
October 2005
Gregory Bresiger |
Expect The Unexpected In Retirement Planning History can be dangerous for retirement planners offering portfolio longevity advice. Even when they're right about the long term, they can be very wrong in the short term, with disastrous consequences for the health, or even the survival, of a retirement portfolio. |
Financial Advisor
March 2005
Jeff Schlegel |
Time & Money As a financial advisor, do you understand all the assumptions you are making regarding retirement account withdrawal rates? |
Financial Planning
July 1, 2006
Marshall Eckblad |
Bookshelf: Conserving Client Portfolios During Retirement Remarkably, in his book Conserving Client Portfolios During Retirement, William P. Bengen presents his complex findings, clever charts and all, in as tight and succinct a package as one can find in financial literature. |
Financial Planning
May 1, 2010
Donald Jay Korn |
Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time. |
Registered Rep.
November 1, 2005
Lynn O'Shaughnessy |
Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc. |
Financial Advisor
May 2012
Bill Bengen |
How Much Is Enough? The father of the 4 1/2% rule for retirement portfolio withdrawals analyzes its past, present and future performance. |
Financial Advisor
June 2010
Eric Uhlfelder |
Making It Last It's easier to contribute to retirement accounts than it is to manage them for withdrawals. |
Financial Advisor
June 2005
Dorothy Hinchcliff |
The Retirement Boom The 2005 Financial Advisor Retirement Planning Symposium hears of scenarios and solutions for the coming boomer retirees. |
Financial Advisor
March 2005
Evan Simonoff |
Editor's Note The task of generating an income stream that a retiree can survive on without draining all their assets grows more challenging each year. |
Financial Advisor
July 2011
Dan Moisand |
Is There A Safe Savings Rate? New research suggests that retirement planning should focus on savings, not withdrawals and accumulation targets. |
Registered Rep.
October 7, 2011
Stan Luxenburg |
Managing Retirement Account Withdrawals in Volatile Markets Retirees have long struggled with a difficult question: How much can you spend each year without going broke? To answer that question in difficult markets, advisors have developed a variety of flexible strategies. |
Financial Advisor
October 2006
Mary Rowland |
The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning. |
Financial Advisor
May 2012
Evan Simonoff |
Four Percent Of What? Inflation can be just as devastating to a retiree as lousy portfolio returns. |
Financial Planning
October 1, 2012
Ann Marsh |
Realms Of Influence: Financial Planning's Influencer Awards to Six Outstanding Advisors Financial Planning's annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights. |
Registered Rep.
February 8, 2013
Mark Miller |
What's a Safe Withdrawal Rate in Retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number. |
Financial Advisor
November 2012
Ben Mattlin |
The 4% Solution Is it still a feasible retirement withdrawal strategy? |
Financial Planning
February 1, 2010
Donna Mitchell |
The Deep Thinker Michael Kitces is changing how planners shape their practices-and their plans. |
Financial Advisor
October 2012
Roy Diliberto |
Cash Flow In Retirement Clients take a different view than advisors. |
Financial Advisor
May 2011
Joel P. Bruckenstein |
Income Discovery Fiducioso Advisors helps build better retirement income plans. |
Financial Advisor
June 2005
Joel P. Bruckenstein |
A Great Challenge Facing Advisors And Their Clients The greatest challenge that advisors face in the coming years is helping clients to make their money last a lifetime. Unfortunately, the profession and the software vendors that serve it have yet to offer clients the solutions that they deserve. |
Financial Advisor
December 2007
Lewis Walker |
Retirement As A Mess Of Maybes Helpful advice is everywhere, but retirees and preretirees may wonder if financial advisors are creating a numerical Tower of Babel. |
Financial Advisor
August 2010
Andrew Gluck |
Gloom Remains Pervasive Muddling along is many advisors' most optimistic scenario. |
Financial Advisor
January 2005
Gregory Bresiger |
Rewritting The Rules Many older Americans don't plan to retire-either because they want to, or have to stay working. It's expected that many baby boomers are going to need financial planning and advice, but not the kind that their grandparents and parents did. |
Financial Advisor
January 2008
Marla Brill |
Great Expectations The latest version of retirement income funds from Fidelity and Vanguard mark the mutual fund industry's most ambitious effort yet to remove much of the decision-making associated with retirement investment and distribution planning. |
Financial Advisor
December 2008
Evan Simonoff |
Expect A Showdown When the dust from this protracted financial crisis settles sometime in 2009, the demand for independent, objective advice is likely to be stronger than ever. |
Financial Planning
February 1, 2008
Elizabeth O'Brien |
Retirement Income: The New Solutions The boomer retirement wave is here, and so are new products designed to turn their hoarded assets into cash flow. |
Financial Planning
May 1, 2007
Bob Veres |
Taking on Retirement The latest thinking on how to serve clients in their retirement years ranges from customized distribution formulas to post-retirement career planning. |
Financial Planning
October 1, 2010
Bob Veres |
What's Next for Planners When we cast our gaze forward at the changes taking place in the financial planning profession, a lot of new variables creep into the formula: the rapid evolution of technology, demographic and societal changes, plus wild cards like the recent Great Recession and financial reform legislation. |
Financial Advisor
July 2011
David J. Drucker |
Dodging The Bullet--A Follow-Up Three advisors who protected clients from the 2008 market meltdown talk about what has happened in their clients' portfolios since then. |
Financial Advisor
May 2008
Andrew Gluck |
America's Financial Crisis Here are abstracts from interviews with seven leading advisors and analysts, all experienced, successful thought-leaders in the business of investment advice. |
Financial Advisor
April 2010
David J. Drucker |
Deyfing The Odds Small practitioners thrive in spite of predictions they wouldn't. |
Financial Advisor
April 2009
David J. Drucker |
Dodging The Bullet Not everyone's clients were hurt by the 2008 market collapse. Talking to three advisors who dodged the bullet, we might learn some lessons to help us do a better job of protecting our clients the next time around. |
Financial Advisor
June 2004
Evan Simonoff |
The Next Wave The comments of a panel of four female consumers were illuminating and provided a glimpse of how the financial services business appears from the outside looking in. It was a bleak picture. |
Financial Advisor
December 2003
Tracey Longo |
Investment Outlook Where the best and brightest see things headed in 2004. |
