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Category: Planning and Retirement

7 Risks of Retirement Income Planning

Posted on February 25, 2018 by Mike

“One matter has become even clearer than before: The financial circumstances facing retirees differ dramatically from pre-retirees. For this reason, traditional wealth management approaches do not sufficiently address a retiree’s needs.”

Posted in Planning and RetirementTagged Risk, Saving, SPIAs

Unraveling Retirement Strategies

Posted on February 18, 2018February 18, 2018 by Mike

“Rational strategies to spend from a volatile portfolio suggest that we spend more when our portfolio grows in proportion to our spending and life expectancy and demand that we spend less when it shrinks.”

Posted in Planning and RetirementTagged SWR

Angst in America

Posted on April 4, 2017February 18, 2018 by Mike

This is a rather sobering view of the state of America’s “Retirement Readiness” by John Mauldin of Mauldin Economics. One-in-three Americans have absolutely $0 in retirement savings, and 87% of us have less than $300,000.

Posted in Planning and Retirement, ResearchTagged Budgeting, Social Security

Retirement Plans for the Self-Employed

Posted on September 12, 2016September 12, 2016 by Mike

Sean Williams of The Motley Fool provides a good overview of retirement plan options for folks who run a small business. Read the full article here >>

Posted in Planning and Retirement

Planning for Longevity

Posted on September 2, 2016September 2, 2016 by Mike

A wise Vulcan once said: “Live Long and Prosper!”  Perhaps, he should have added: “and save ’til it hurts!” Are you ready for 30+ years of retirement?!? Read the full article here >> .

Posted in Insurance & Annuities, Planning and Retirement

The Retirement Apocalypse That Isn’t

Posted on May 20, 2014 by Mike

Ben Steverman notes that much of the hysteria surrounding the forthcoming retirement crisis is a sale-related scare tactic “that’s moved the tone of the U.S. savings and retirement conversation from a constructive call to action to an alarmist frenzy.” Read the full article >>

Posted in Planning and RetirementTagged Budgeting, Social Security

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Planvesting, LLC
Michael L. Gay, MBA, CFP®
Phone: 810-923-0165
eMail: planvesting@gmail.com

Recent Articles

  • You Might Need a New Financial Advisor if …
  • 7 Risks of Retirement Income Planning
  • Occam’s Razor – One of the Most Successful Active Managers of all Time Shows Why Active Management Doesn’t Work
  • The Most Important Investment Decision You’ll Ever Make
  • Unraveling Retirement Strategies

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Michael L. Gay, MBA, CFP®
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