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Archive For: Personal risk

Four “L’s” of Retirement Planning

Dr. Wade Pfau came up with this concept for those thinking about retirement. He stated that retirement income planning needs to take into account these factors: Longevity — a 65-year old married couple has a 50% probability of at least one partner living beyond age 91 Lifestyle — how you ... Read More
 

Try Before You Buy

“Try before you buy” is pretty good advice for many things in life (think dating a person before you get married) and especially true when it comes to making major decisions in retirement planning. We were talking with a couple recently who are within a few years of retirement. Like ... Read More
 

Top Five Pre-Retirement Worries

The Society of Actuaries conducts a retirement risks survey every other year with Americans who have retired and those who are not yet retired. According to their latest survey from 2015 (published in 2016), pre-retirees worry most about: Not having enough money to pay for a long stay in a ... Read More