Back by popular demand! The leading researchers in the PFP space offer their best insights and results of their research—and practical ideas for how to best lead your clients into and through a financially comfortable retirement.
How to think about (and quantify) retirement sufficiency from a financial standpoint.
How to help clients decumulate their portfolios and adjust during market downturns.
How to divide retirement expenses into different buckets (living vs. discretionary) and create more certainty around necessary expenses.
How to model and prepare for sequence of return risk in retirement.
MSFS, MTAX, CFP, CLU, ChFC, RH,
Publisher | Partner,
Nerd's Eye View | Pinnacle Advisory Group
Professor, Frank M. Engle Chair of Economic Security Research,
The American College of Financial Services
PhD, CFA, CFP, AIFA,
Head of Retirement Research,
Morningstar Investment Management LLC