Retirement planning concepts that sound good in theory
There are many retirement planning concepts that claim to offer beneficial retirement outcomes. This post aggregates our research
top of page
- Apr 24
- 6 min
Sequence of Returns Risk. A misunderstood concept?
Sequence of Returns Risk is seen by some as a tiger waiting to pounce at the first sign of market volatility. Do they have valid concerns
- Apr 5
- 10 min
Using the Guyton Klinger withdrawal guardrails for retirement income - updated for 2024
The previous three articles looked at Bengen's inflation-adjusted withdrawals. We now look at Guyton-Klinger's withdrawal rate guardrails.
- Apr 2
- 3 min
Increasing client engagement with the One-Page Financial Plan
The One-Page Financial Plan is a high-level summary of the underlying financial plan. Read how we tweaked the process to increase engagement
- Feb 28
- 4 min
Does purchasing an annuity provide a more sustainable retirement income?
Annuity rates have improved in recent times. Can they now help to create a more sustainable retirement income?
bottom of page