Insights
The hardest problem in personal finance
No one wants to run out of money during retirement. That is why the most common question I get asked is, “do I have enough?”
Retirement stress test part 3 - 4% rule
Don’t ignore expenses you know are coming (new roof, new car).
Is a customized investment portfolio a bad idea?
How does your advisor pick which clients receives the first phone call when the next 2008 happens?
Retirement stress test part 2 – sequence risk
Sequence risk becomes a big problem once you start withdrawing from your portfolio.