What is retirement income planning, and why do we have to do it once a year? As it turns out, almost none of you are actually experiencing the worst case scenario, at least from the perspective of your investment returns, tax policy, and cost of living increases. Most of you have more in your accounts than we projected.
And that’s precisely why we meet once a year to check in on your plan.
Read MoreThe problem with starting with the details of “how” is very similar to the problems you’d encounter if you started to build a house without stopping to design it first. Even if you somehow manage to get the foundation poured properly and the walls and roof attached to each other, starting with design first is the only way you’ll end up with a home worth living in.
Read MoreThe math had been done and yet… both Ben and Leslie felt like they were missing some key information. Had they asked all the questions? Had they considered all their possibilities? Are there other factors that a professional planner might consider? Is there more to retirement planning than projections? Isn’t retirement planning just about the math?
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