This week we tack part 4 of our 4-part series called "Don't Run Out Of Money".   This week will be talking about a third way that retirees can reduce the sequence of return risk...   [embedyt] https://www.youtube.com/watch?v=mR7z_iC92oQ[/embedyt]   If you have any questions please feel free to contact me. … [Read more...]

This week we tack part 3 of our 4-part series called "Don't Run Out Of Money".   This week will be talking about another way that retirees can mitigate the sequence of return risk... [embedyt] https://www.youtube.com/watch?v=dspTUv4EhtE[/embedyt] If you have any questions please contact me. … [Read more...]

Fidelity Investments releases a study each year estimating the out of pocket cost for healthcare expenses.   Their recently updated study for this year puts the tab at $275,000 for a couple during retirement (https://www.fidelity.com/viewpoints/retirement/retiree-health-costs-rise), which is $15,000 more than the last time they released their numbers.   This does not include the potential cost of long term care expenses, which added an additional $130,000. … [Read more...]

This week we tack part 2 of our 4-part series called "Don't Run Out Of Money". This week will be talking about the first way that retirees can mitigate the sequence of return risk... https://www.youtube.com/watch?v=iI7oatr5Mw4 … [Read more...]

This week I'm starting a four-part series called "Don't Run Out Of Money".   This week will be talking about the fundamental risk in running out of money in retirement which is the "Sequence of Return" risk. If you're not familiar with this, I encourage you to watch the following video which illustrates the tale of two portfolios, one which runs out of money before retirement end [embedyt] https://www.youtube.com/watch?v=y4u2GCmRgtE[/embedyt] … [Read more...]