Recent Posts Tagged With 'outcomes'

• The Case For Focusing On Outcomes

  Posted on Thursday April 16th, 2009 at 07:55 in outcomes

  With millions in the US retiring in the coming years, with retirement savings decimated by the recent market downturn and without the protection of corporate pensions, it seems inevitable that some will make decisions which will lead to personal fina...

• The Retirement Income Practice Management Manifesto

  Posted on Wednesday April 1st, 2009 at 18:16 in outcomes

  I’d like to propose two statements which I hope all of us will agree are self-evidently true, but which we don’t often talk about. First, from a client perspective...Clients don’t want plans for successfulretirements; they want successful retir...

• MRI Conference Insight #1 - Say Goodbye To The 4% SWP

  Posted on Friday February 13th, 2009 at 07:30 in annuities, outcomes, industry conference

  There were many interesting insights that I took away from the Managing Retirement Income conference in Boston. I'll be sharing them in this series of posts over the next several weeks.MRI Insight #1: The 4% Systematic Withdrawal Plan (SWP) on a port...