Determining Retirement Readiness
by Ken Waltzer M.D., MPH, AIF®, CFA, CFP®
case study by Paul Palazzo, CFP®, COA
How to answer the client question, "Can I retire?"
3 Roles of the Retirement Planner: Listener, Connector, Resolver
by Marty Martin, Psy.D.
This brief article offers you three roles and some specific techniques you can use with clients who are lacking retirement confidence, worried about whether they can retire, and concerned about outliving their money.
Finding Success in Retirement Income Planning
by Rebecca King
By looking at the differences in how the most successful and least successful advisers approached retirement income planning, we can identify some key tools and techniques that show a statistically valid association in driving client success.
Withdrawal Rates Drop to Lowest Level in 6 Years (sidebar to "Finding Success in Retirement Income Planning)
by Carly Schulaka
The average initial sustainable withdrawal rate recommended by advisers has dropped 23 percent from 5.30 percent in 2007 to 4.07 percent in 2012, and to some of the best-known names in withdrawal rate research, this ratcheting down is not surprising.