Retirement
Bear Market Risk Illustrations For Pre-Retirees And Retirees -- 24/7 CFP® Continuing Education
by agluck
September 30, 2018
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Your clients and you face a growing risk: bad luck. When retired and pre-retired investors suffer portfolio two or three years in row of losses in their portfolio -- a bear market -- it can break an investor's spirit, making it too hard to stick with a sensible plan formulated for moments exactly like this.
Craig Israelsen imparts wisdom
Tontines Are Coming, Someday
by GlennDaily
March 26, 2017
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Tontines are coming, someday.
That’s my hopeful takeaway from Tom Verde’s “When Others Die, Tontine Investors Win” in today’s New York Times.
How Savings Affects Retirement Portfoilio In Accumulation And Withdrawal Phases
by agluck
October 29, 2016
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A client's savings rate is so important but ignored by most advisors in designing portfolios. In this amazing series of studies of portfolio design by Craig Israslsen, Ph.D., this session stands out for its focus on showing the client the effects of different savings rates across his lifespan.
Accumulation results below…
When Clients Are Their Own Worst Enemy
by SherylCPA
August 17, 2016
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I was recently quoted in a FinancialPlanning.com article titled “When clients can’t afford to retire.” Although the article covered some of the basics, I thought it would be good to address this issue more fully. Before I start, what are situations when clients can’t afford to retire? Other than tragedy or catastrophe,
Israelsen's New Way To Visualize The Risk Of Outliving A Portfolio Gets 4.9 Stars
by agluck
March 26, 2016
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Dr. Craig Israelsen says something unusual happened at his webinar yesterday. Israelsen had just shown a new data visualization technique for illustrating a retiree’s risk of running out of money at an A4A webinar. While the 4.9-star rating Israelsen received from attendees was unusual — fewer than 5% of A4A webinars receive a 4.9 scor