Category Archives: Retirement Asset Planning

Retirement Income Visions™ Celebrates 1-Year Anniversary!

Published on August 9, 2010

My goal in writing Retirement Income Visions™ is to bring to your attention innovative planning strategies to create and optimize your retirement income.

Retirement Income Planning – The End Game

Published on October 19, 2009

In order to understand and appreciate strategies and apply them to your situation, it’s important to understand the origin of retirement income planning.

Safe Withdrawal Rate – A Nice Rule of Thumb

Published on October 12, 2009

Mathematics aside, there are several other issues to consider when planning to use a safe withdrawal rate.

The Sequence of Returns – The Roulette Wheel of Retirement

Published on October 5, 2009

Welcome to the roulette wheel of retirement, otherwise known as the “sequence of returns.”

Withdrawal Drag – The Silent Killer

Published on September 28, 2009

As you enter the retirement zone, keep a close eye out for withdrawal drag each and every time that you take a withdrawal from your portfolio.

Retirement Asset Planning – The Foundation

Published on September 21, 2009

In order to understand the value of retirement income planning and its associated strategies, we will take a closer look at retirement asset planning.

Is Your Retirement Plan At Risk?

Published on September 14, 2009

Several risks needs to be considered, and appropriate strategies developed, in the design and implementation of every retirement plan.

The Retirement Planning Paradigm Shift – Part 2

Published on August 31, 2009

Retirement income planning should supplement, not replace, traditional retirement asset planning at the appropriate stage of life for a total solution.