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Recent posts

  • U.S. Ranks 17th in Retirement Security

    July 19, 2017

    In a recent study, the U.S. is in the middle of the pack when it comes to retirement security. Of the 43 countries that were assessed, the U.S. ranked 17th in term of health, finances, material well-being and quality of life for its retired citizens.The survey is done by Natixis … Read More

  • Four “L’s” Of Retirement Planning

    July 11, 2017

    Wade Pfau, Professor of Retirement Income at the American College, came up with this idea and I want to pass it along to you. He notes that the goal of retirement planning is to create a balance between four “L’s”: Longevity: ensuring you don’t outlive your money (the #1 fear … Read More

  • Warning: Retirement May Not Be What You Think

    July 4, 2017

    The latest Retirement Confidence study done by the EBRI (www.ebri.org) contains some alarming facts from the perspective of people who have already retired. For example: While the majority of workers expect to retire at age 65 or older, the reality is that the majority of retirees actually retired at age … Read More

  • Preparing for Retirement In Three Parts

    June 28, 2017

    The JPFP team has been working on a new framework to help our clients prepare for and enjoye retirement from a financial standpoint. We’ve come up with a three-part system we call the Total Retirement System (TRS for short). Retirement Planning: this starts five to ten years before a client wants … Read More

  • Goal of Retirement Income: Probability or Safety?

    June 20, 2017

    When you’re in the accumulation phase of your life, the goal of investing and saving is pretty clear: accumulate enough wealth to meet intermediate goals (like buying a house and paying for college) and long term goals (retirement). But what’s the investing goal once you retire? You’re not likely saving … Read More