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Tag Archives: financial planning

clients out live money

Sequence of Return Risk – Will Your Clients Outlive Their Money?

From the Corner OfficeBy Gary SeifritNovember 10, 2021

Defending your clients against Sequence of Return Risk (SRR) can mean the difference between financial success and failure in their retirement years.  More Baby Boom clients retire each year.  As an Advisor, your ability to defend clients against SRR is crucial, and advising on Sequence of Return Risk can help highlight your value and may…

retirement

How Long Will $500,000 Last In Retirement?

From the Corner OfficeBy Ken SolowOctober 24, 2019

How long will $500,000 last in retirement? The answer is… it depends. You’ll need to start with some basic retirement questions. To a large degree, your ability to retire on $500,000 will depend on your answers: How old are you and how long do you want to plan on funding your retirement? How much will…

12 Money-Smart Gifts To Give During Retirement

Financial PlanningBy Pinnacle Advisory GroupApril 4, 2019

So you’ve made it to retirement, and realize you have done it with room to spare. A surplus of assets, more than enough to cover your desired lifestyle for many years to come, puts you in a position to have a meaningful impact on the lives of those you love, and on the causes you…

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