Retirement Related Topics 
Nerd's Eye View
DECEMBER 11, 2024
"How much can I spend in retirement?" Advisors want to help clients set a secure, reliable retirement plan, yet even the most comprehensive assumptions will inevitably deviate from reality at least to some degree. Ideally, retirement spending would align perfectly with a client's needs – neither too much nor too little.
Nerd's Eye View
APRIL 2, 2025
For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. One way that advisors can help bridge this gap is by using Historical Market Visualization (HiMaV) as a more intuitive alternative for illustrating retirement income strategies.
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Nerd's Eye View
APRIL 21, 2025
While this approach works for many clients, individuals who are 12 months away from retirement face a range of complex financial and emotional considerations. In this guest post, Jason Siperstein, president of Eliot Rose Wealth Management, introduces his firm's innovative ten-meeting process for first-year clients nearing retirement.
Nerd's Eye View
APRIL 21, 2025
While this approach works for many clients, individuals who are 12 months away from retirement face a range of complex financial and emotional considerations. In this guest post, Jason Siperstein, president of Eliot Rose Wealth Management, introduces his firm's innovative ten-meeting process for first-year clients nearing retirement.
NAIFA Advisor Today
NOVEMBER 12, 2024
A recent study supported by the American Council of Life Insurers (ACLI), and conducted by economists Mark Warshawsky and Gaobo Pang, reveals that retirees could see better financial outcomes by incorporating annuities into their retirement income strategy, rather than relying solely on the traditional “4% rule.”
Wealth Management
MARCH 31, 2025
Introducing a new column tackling the realities of retirement that idealized financial services ads don't show you.
Wealth Management
APRIL 9, 2024
Adopting an adaptive approach to retirement planning acknowledges the dynamic nature of spending patterns and emphasizes flexibility in financial strategies.
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