Addressing the Most Damaging Retirement Risks Stress testing investments is a good start, but we need to complete the tests: Longevity, Disability, Premature Death, and Hyper Inflation.
How Other Retirement Strategies Deal with Risk A comparison of how various income distribution strategies address, or fail to address risks in retirement.
8000 Days of Retirement Learn about how the four retirement phases can enable a clear vision to plan and to anticipate what is likely to come.
Introducing Health+ Health+ is built in partnership with Healthview Services (HVS), an institutional data provider of Social Security, Medicare, longevity data and more.
New Client Workflow When setting up a new client, you have the opportunity to add the basic information required to use the various features of Health+.
Comprehensive Video Training View a live walkthrough for all features of Health+ in the plan editor and related sections in client reports.
Retirement Income Planning: Art vs. Science Sometimes we develop habits around longevity estimates, health care costs and Social Security claiming strategies that don’t do much to set us apart from our competition.