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Sunday, October 29, 2017

We Have Two New Actuarial Budget Calculator (ABC) Workbooks for Couples

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Our website is all about using basic actuarial principles to help you (or your financial advisor) develop a reasonable spending budget desig...
Monday, October 23, 2017

In Search of the Optimal Retirement Planning Strategy

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In his October 18 post What Is The Optimal Shape of Retirement Planning—Curve, Triangle or Rectangle? Michael Kitces did an excellent job...
Sunday, October 8, 2017

Are There Better Spending Budget Calculators Out There Than Our Actuarial Budget Calculators?

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We occasionally hear that the Excel workbooks that we make available in our website to help individuals and couples perform the present va...
Saturday, October 7, 2017

Nice Review of The Actuarial Approach in The Globe and Mail

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Thanks to Ian McGugan, reporter with The Globe and Mail’s Report on Business, for his complementary review of the Actuarial Approach in his...
Tuesday, October 3, 2017

Better Budgeting with the IRS RMD Table?

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In his recent Advisor Perspectives article , Joe Tomlinson touts the benefits of using a “variable” or “dynamic” strategic withdrawal plan...
Sunday, August 27, 2017

Front-Loading Your Spending Budget by Treating Travel Expenses as a Non-Recurring Expense

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After our last post , we received several questions on what we meant (and what would be involved) when we suggested that retirees migh...
Tuesday, August 22, 2017

Are You Over-Estimating Your Future Retirement Spending Needs?

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In this post, we will focus on the future estimated spending liabilities (right-hand side) of the Basic Actuarial Equation , which is freque...