Money Matters: Sequence of Return Risk
In this month’s edition of “Money Matters,” Scott explains sequence of return risk and why it is critical to include in your retirement financial planning process.
Read MoreMoney Matters: Healthcare Costs in Retirement
In this month’s edition of “Money Matters,” Scott talks about healthcare costs in retirement, health savings accounts (HSAs), extended care insurance, and other health-related costs that commonly occur in the golden years. He offers financial strategies designed to prepare for such costs, so your retirement savings aren’t hurt by unexpected healthcare costs.
Read MorePension Plans: Choosing a Lump-sum Distribution
There are numerous factors to consider before choosing a pension plan lump-sum distribution. Learn more about the benefits and risks to lump-sum distributions, and the many factors you should consider before choosing a lump-sum distribution.
Read MoreRoad to Retirement: Endowment Spending Policy & Dividend Income
In my years of working directly with clients and in teaching retirement planning to financial professionals, I’ve studied retirement income planning methodologies extensively. Thornburg Investment Management has researched an approach on how to develop an “Endowment Spending Policy” in retirement, and in this webinar, I talk with Andrew Rice, Director of Advisor Solutions at Thornburg, about their findings on how to structure your assets for a successful retirement.
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