Sentences with phrase «article by financial planner»

>> REBALANCING RULES Turns out rebalancing works as well as more complicated «bucket» and «decision rules» strategies when drawing money from a portfolio during retirement, according to a recent article by financial planner and Nerds Eye View blogger Michael Kitces.

Not exact matches

Households that spend $ 50,000 at age 65 tend to see a decline by about 15 percent over the next 15 years and 20 percent by age 85, according to Jonathan Guyton, a certified financial planner and principal at Cornerstone Wealth Advisors, in an article in the Journal of Financial financial planner and principal at Cornerstone Wealth Advisors, in an article in the Journal of Financial Financial Planning.

As the Miami certified financial planner explained in a recent article published by the Financial Planning Association of Silicon Valley, «If the institution holding the account fails for any reason, FDIC backing assures the account holder still will be able to recoup their monefinancial planner explained in a recent article published by the Financial Planning Association of Silicon Valley, «If the institution holding the account fails for any reason, FDIC backing assures the account holder still will be able to recoup their moneFinancial Planning Association of Silicon Valley, «If the institution holding the account fails for any reason, FDIC backing assures the account holder still will be able to recoup their money.»

A recent article by academic Wade Pfau and financial planner Michael Kitces in The Journal of Financial Planning suggests you can increase the odds of sustaining your nest egg by starting with an unusually high fixed - income allocation when you retire, and then gradually lowering it as you get through the danfinancial planner Michael Kitces in The Journal of Financial Planning suggests you can increase the odds of sustaining your nest egg by starting with an unusually high fixed - income allocation when you retire, and then gradually lowering it as you get through the danFinancial Planning suggests you can increase the odds of sustaining your nest egg by starting with an unusually high fixed - income allocation when you retire, and then gradually lowering it as you get through the danger zone.

A 2016 article published in the New York Times titled «Deciding if a Financial Adviser is Right for the Job» referenced an exercise conducted by the Certified Financial Planner Board of Standards in the United States.