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Welcome to the Better Financial Education Blog!
Welcome to the Better Financial Education Blog! I will approach my blog through the concept of an iceberg, there is a bit above the water, and more below the water. My blog posts will be much like the...
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How Much is Too Much (Taking too much in retirement)?
How much can you withdraw from your nest egg each year without running out of money before you die? There is no single approach the industry has settled on yet, and probably won’t be due to...
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Diversification … how many pieces to the pie?
First, what is the difference between diversification and asset allocation? Diversification means the mathematical process to reduce risk through the use of many different types of assets....
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What do I do as an adviser? Is it just investing?
Yes, I do provide investing assistance to help put in place a properly structured asset allocation based on different asset classes that help diversify, and rebalance, your holdings as an Investment...
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Latest research into sustainable retirement distributions
A structural problem with pensions, annuities, and first generation “safe withdrawal rate” methodology, is a disconnect of benefits paid (fixed or fixed with COLAs) from the underlying asset values...
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What are your odds of living past 100?
Higher than you might think. And the older you get, the better your odds! Many people discount the odds of reaching very old age. Clare Ansberry’s article (“Contestants Race to Map DNA of 100...
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Is there a difference between advice and advisers?
First, there is a difference between Financial Planning, Investment Advice and Retirement Planning. Financial Planning is taking you from where you are to where you want to go. Investment advice is...
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It’s an honor! But just what is involved as someone’s executor?
People don’t have experience being someone’s executor. When someone names you … what happens when the time comes for you to do your duty? More than you think! What is the difference between a trustee...
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