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The right retirement plan helps ensure that a client won't outlive his money—but in some cases, that's no simple task. Here are key variables to consider when devising clients' plans, along with a briefing on some tools that promise to make the process easier.
Monte Carlo simulations may be useful, but they offer only imperfect estimates of investment risk. Other factors—political, economic, and military, for example—aren't necessarily going to be as dormant as the simulations expect them to be.
By playing with the various risk/return inputs, Monte Carlo analysis can help you estimate how long a client's nest egg might last.
The timing of cash flows can be critical in constructing portfolios for clients. Monte Carlo Simulations can help you determine the probability of achieving future wealth, as well as offer some insights into asset allocation.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025