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Retirement Income Practice Management
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Research, Insights and Tools for Financial Advisers Responding to a Changing Marketplace
Recent Posts Tagged With 'planning tools'
Beyond the Numbers
When it comes to addressing the financial risks of retirement, advisers have access to well established tools and planning methodologies – asset allocation models, budgeting programs and income planning tools. However, these approaches are generall...
The Monte Carlo Tyranny
Historically, we have been strong proponents of using Monte Carlo simulation to develop Retirement Income plans. Here is what we said in Adapting A Practice:[We believe] that scenario-based modeling -- considering probability ranges based on past mar...
The Back of the Envelope Approach
Financial Advisers hear it all the time -- from investment managers, insurers, planning tool providers and consultants:"Retirement Income planning is complicated. You can't do it on a yellow pad of paper."To the chagrin of the yellow pad of paper ind...
Is the CPI a Good Inflation Measure for Retirees?
The Consumer Price Index (CPI) is the most well known measure of inflation in the U.S. economy. It is widely used by business executives, federal, state and local governments, labor unions, investors and other private citizens as a basis for economic...
