You are responsible for your finances in retirement and need a plan that works. The Actuarial Approach, with its Funded-Status-focused process can help you:
- Grow your assets,
- Protect your assets,
- Spend your assets in a manner consistent with your goals, and
- Make better financial decisions.
To read more about the proven actuarial process we recommend, including a few hints for using the Actuarial Financial Planning models we provide, see our post of January 5, 2024.
Check out our most recent Advisor Perspectives article if you are concerned about how future Social Security reforms may affect your plan.
