Retirement Income Planning

Retirement Income Planning, From The Floor Up

“The bottom line is that generating secure income to meet our retirement goals for an uncertain period of time is extremely challenging,” acknowledges the author of today’s article, who likens this task to “trying to hit a moving target in the wind.” He proceeds to outline one approach to doing so – the so-called flooring approach. How does the flooring… 

Rebalancing: An Overlooked Retirement Income Strategy?

The author of today’s article argues that people make a critical mistake when it comes to retirement income planning: “limiting their strategy to interest and dividends and neglecting the power of rebalancing to capture portfolio growth as an additional income source.” So how can rebalancing be used to create a paycheck in retirement? The author outlines an example of how…