Latest Retirement Research

Two recent retirement studies provide some useful data to contemplate when thinking about your retirement. How do spending patterns change over the course of retirement? One of the biggest fears for a retiree is running out of money. And that fear impacts spending. New research from Milliman graphs the income/expense patterns of low, middle and … Continue reading Latest Retirement Research

Is your retirement planning all about how much money you need?

One of  the discussions I have with clients is around what's important to them.  These discussions are about getting deeper than just the financial aspects of their life, it's understanding what fulfils someone.  What do they want to be able to do, not just today and tomorrow but in the future as well. Recently I had … Continue reading Is your retirement planning all about how much money you need?