News

27
Jul

How Assets and Liabilities Fit Into Your Retirement Income Framework

How Assets and Liabilities Fit Into Your Retirement Income Framework Properly positioning your assets and liabilities can minimize unexpected expenses and help ensure you can cover all expenses. The post How Assets and Liabilities Fit Into Your Retirement Income Framework appeared first on Retirement Researcher. Source: Retirement Researcher How Assets and Liabilities Fit Into Your Retirement Income Framework

25
Jul

The Retirement Researcher Philosophy of Retirement Income Planning, Part 2

The Retirement Researcher Philosophy of Retirement Income Planning, Part 2 Part two in our series laying out the essential building blocks of the Retirement Researcher retirement income planning philosophy. The post The Retirement Researcher Philosophy of Retirement Income Planning, Part 2 appeared first on Retirement Researcher. Source: Retirement Researcher The Retirement Researcher Philosophy of Retirement Income Planning, Part 2

24
Jul

Separating Fact From Fiction When It Comes to Long-Term Care Insurance

Separating Fact From Fiction When It Comes to Long-Term Care Insurance Few people are prepared to handle the financial burden of long-term health care. In fact, many people have a false sense of security when it comes to long-term care. Let’s separate fact from fiction: “Medicare and my Medicare supplement policy will cover it.” FACTS: Medicare and “Medigap” insurance was

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21
Jul

3 Simple Ways to Save for Retirement

3 Simple Ways to Save for Retirement Summer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out of your summer and get your retirement savings on track. 1. Spend less and save more. With this warmer weather, nothing sounds better

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21
Jul

Devising a Summer Savings Plan

Devising a Summer Savings Plan Summer is here and that calls for some down time relaxing with family and friends. Whether you plan on spending your summer days in the sun or binge-watching your favorite television series, developing a summer savings plan will help you enjoy your days now, and stay on track with your retirement plan to make sure

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20
Jul

A Boring Market is a Happy Market, so Why Can’t People Leave Their Portfolios Alone?

A Boring Market is a Happy Market, so Why Can’t People Leave Their Portfolios Alone? People use a lot of adjectives to describe the market, but we’re excited to say we are currently experiencing what we would call a “boring market.” The post A Boring Market is a Happy Market, so Why Can’t People Leave Their Portfolios Alone? appeared first

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20
Jul

2017 – Q2 Quarterly Market Review

2017 – Q2 Quarterly Market Review 2017 – Q2 Quarterly Market Review The post 2017 – Q2 Quarterly Market Review appeared first on Retirement Researcher. Source: Retirement Researcher 2017 – Q2 Quarterly Market Review

18
Jul

The Retirement Researcher Philosophy of Retirement Income Planning, Part 1

The Retirement Researcher Philosophy of Retirement Income Planning, Part 1 Wade Pfau lays out the essential building blocks of the Retirement Researcher retirement income planning philosophy. The post The Retirement Researcher Philosophy of Retirement Income Planning, Part 1 appeared first on Retirement Researcher. Source: Retirement Researcher The Retirement Researcher Philosophy of Retirement Income Planning, Part 1

18
Jul

Real World Solutions: The RIO Questionnaire and RIO Map™ Construction

Real World Solutions: The RIO Questionnaire and RIO Map™ Construction The RIO Questionnaire and Map were built to help you take stock of where you are and build a framework you can rely on for retirement. The post Real World Solutions: The RIO Questionnaire and RIO Map™ Construction appeared first on Retirement Researcher. Source: Retirement Researcher Real World Solutions: The

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14
Jul

What Does Your Funded Ratio Score Mean?

What Does Your Funded Ratio Score Mean? We are really fond of the Funded Ratio because it allows us to provide a numerical picture of your retirement income plan. In our retirement income optimization process, you are able to create a framework by providing your preferences for your financial objectives and the subsequent ways you want to fund them with

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