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For clients and prospects in or nearing retirement, there is no question that's more important, and knowing how to answer it will give you the edge over the competition with this demographic.
A Society of Actuaries study finds that many have no financial plan for living longer than expected.
Price-to-earnings ratios are one way to gauge whether a distribution portfolio has staying power. Withdrawal rate as a percentage of portfolio value or compared with annuity payments are two more. Following are five indicators that will give you eight to 30 years' advance notice of when a portfolio will be depleted.
Will baby boomers show following generations how best to prepare for retirement—or how not to?
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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