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Sunday, September 15, 2024

Don’t Undervalue Your Sources of Lifetime Income

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Kudos to the American Academy of Actuaries (AAA) for releasing a new Issue Brief encouraging public pension plan administrators to provide...
Monday, September 9, 2024

Self-Insuring Your Long-Term Care (and Other Non-Recurring Expenses)

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This post is a follow-up to our post of April 16, 2022 regarding planning for non-recurring expenses in retirement, with emphasis in this...
Friday, August 16, 2024

The Future Won’t Happen as Assumed

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Thanks to Justin Fitzpatrick at Nerd’s Eye View for his recent article reminding us that planning assumptions about the future (in his ar...
Saturday, July 27, 2024

Actuaries Double Down on Questionable Primary Cause of Social Security’s Financial Deterioration

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Last week, the American Academy of Actuaries (AAA) released An Actuarial Perspective on the 2024 Social Security Trustees Report . This Iss...
Monday, July 15, 2024

Good Time to Check Your Client’s Funding Buckets

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Be sure to read our latest Advisor Perspectives article about the “buckets” used to fund essential and discretionary expenses in retirement...
Thursday, April 4, 2024

500th Post—We’re Retiring

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This is the 500 th post of How Much Can I Afford to Spend in Retirement. The primary purposes of this post are to: Celebrate our 500 th po...
Tuesday, April 2, 2024

What Percentage Drop in Your Assets Might Trigger a Reduction in Your Discretionary Spending?

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Nice to see two more recent articles in the retirement income press discussing the advantages of dynamic retirement approaches like ours t...
Wednesday, March 27, 2024

Trying to Help Households Determine How Much They Can Afford to Spend in Retirement

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It’s been almost 14 years since our first post on How Much Can I Afford to Spend in Retirement? This post is our 498 th post. As implied b...
Saturday, March 23, 2024

Does Your Retirement Plan Have Spending Guardrails?

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Ongoing planning in retirement involves periodically assessing whether spending may be increased or must be decreased to remain on track. ...
Friday, March 15, 2024

Financial System Sustainability Superstars

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Actuaries measure and monitor the health of financial systems by systematically comparing assets and liabilities and making adjustments wh...