Monthly Archives July 2017

Counterintuitive Financial Considerations for Retiree’s

  Did you know,  you can greatly decrease the amount of risk in your portfolio, while greatly increasing your chance of running out of money in retirement?   One of the biggest paradoxes in retirement is that someone can greatly decrease the amount of risk in their portfolio, while greatly increasing their chances of them running out of money in retirement.   Now, take the case of John, our sample client. So John, our sample client, is 45 years old and wants to retire when he is 65. John is saving $1,500 per month and has $650,000 in retirement savings
Read More