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Total: 8 results found.

Retirement Security? The Name of the Investment Game is Controlling Risk

Created on Monday, 07 November 2011. Posted in main/blog

... investment losses that may rebound, these are permanent losses to your retirement nest egg. During a market downturn these withdrawals compound the problem – making a withdrawal during a moderate or ...

Have you had “the talk” with your parents?

Created on Friday, 24 June 2011. Posted in main/blog

... Jean nagged her 73 year old widower father about his poor eating habits. She attributed much of it to his slipping memory ("I forgot to eat"). In reality, Ray's retirement nest egg was gone and he was ...

Rule of Thumb

Created on Thursday, 05 May 2011. Posted in main/blog

... Another example is the rule that in retirement you can withdraw 4% of your retirement nest egg annually and chances are the money will last for the rest of your life.   But this rule of thumb needs ...

Keeping your Medigap plan affordable

Created on Friday, 11 March 2011. Posted in main/blog

... Social Security and a $1,700 withdrawal from their $500,000 retirement nest egg. Fred is 85; Lois is 78. Each owned a Plan F standard Medicare supplement (Medigap) policy issued by the Blue Cross Blue ...

Financial Planning for Chronic Disease: Parkinson’s Disease

Created on Friday, 25 February 2011. Posted in main/blog

... calculation (a study of how much annual income a client may draw from his or her nest egg with a reasonable chance that the nest egg will not be depleted before they die) is difficult enough for a healthy ...

Senior Housing

Created on Tuesday, 18 January 2011. Posted in main/blog

... over time. But there can be honest differences of opinion as to whether the deterioration means additional care is needed. At a minimum you will want to know what to expect.   The facility may increase ...

Retirement Planning

Created on Wednesday, 06 October 2010. Posted in main/wealth management

... retirement. We build a plan around your retirement income needs and properly managing the distributions from your nest egg to give you a decent chance that the money will still be there even if you live ...

Income and Distribution Planning

Created on Wednesday, 06 October 2010. Posted in main/Life After 65

The focus your whole working life has been saving. Your reach retirement and what do you do? How do you build a distribution plan that will improve your chances that your nest egg won't expire before you ...