July 2016

Retiring from a company that has embodied your professional success for many years is one of the biggest changes that a senior executive will ever experience. It can also lead to one of the biggest financial missteps you ever make. Corporate executives aren’t used to being on the other side…

“A penny saved is a penny earned.” – Ben Franklin In my last blogpost I explored the surprising fact that portfolios with rising allocations to stock throughout retirement are actually less likely to fail than portfolios stuffed with fixed income investments. This time I want to examine another retirement rule-of-thumb…