The Math and Strategy of Retirement Planning: A Case Study
The 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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Life is a Highway: Sequence of Returns and You
The particular sequence of market returns that you'll enjoy throughout your lifetime starts when you're born, ends when you die, is entirely outside of your control, and, if you're not careful, will heavily influence when you start investing, how you'll do it, and your outlook on life when you turn those investments into income.
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