When Maureen and I meet with people for the first time to explore if we are a good fit for us to help them reach their goals, one of the key questions that we ask is What income will you need to have in your first year in retirement?” As retirement income planners, we need this information … [Read more...] about How to Obtain your Social Security Income Estimate
retirement income
Robert Merton Interview – Video
This post is a video post. The video is an interview with Robert C. Merton who is the School of Management Distinguished Professor of Finance at the MIT Sloan School of Management. Merton received the Alfred Nobel Memorial Prize in Economic Sciences in 1997 for a new method to determine the value … [Read more...] about Robert Merton Interview – Video
3 Essential Questions for Retirement Income Planning
What does it mean when we state that we are retirement income planners? For us it's ensuring that all of our clients can answer the following question: Are you going to outlive your money or is your money going to outlive you? If the answer to that question is that you are not sure (which for … [Read more...] about 3 Essential Questions for Retirement Income Planning
What is your Social Security Income estimate? How to Obtain this information
When Maureen and I meet with people for the first time to explore if we are a good fit for us to help them reach their goals, one of the key questions that we ask is "What income will you need to have in your first year in retirement?" As retirement income planners, we need this information in … [Read more...] about What is your Social Security Income estimate? How to Obtain this information