The Retirement Café

In my last post, Are Social Security Benefits a Bond? , I pointed out that many retirees might not be willing to implement a very risky up...

In my last post, Are Social Security Benefits a Bond? , I pointed out that many retirees might not be willing to implement a very risky up...

The household balance sheet is one of many topics I've never quite gotten around to, but New Jersey retirement planner Michael Lonier r...

Jack Bogle has suggested in the past that Social Security benefits are like a bond and should be treated as such in his “age in bonds’ allo...

Powerpoint slides for the Retirement Income Industry Association webinar that I presented November 5, 2014 on Sequence of Returns Risk can ...

I will be hosting a webinar on Sequence of Returns Risk on November 5 for the Retirement Income Industry Association (RIIA). Although the pr...

Physicists are known for sometimes oversimplifying assumptions in order to simplify the math required to solve a problem. Physicists refer t...

I spoke at the Retirement Income Industry Association Fall Conference in Charlotte yesterday. The title of my presentation was "Think L...

I joined Joe Tomlinson and Wade Pfau in Manhattan this past week for a panel discussion about turning assets into income after retirement....

After my last post on the sensitivity of retirement finance variables to asset allocation, Asset Allocation in Smidges and Dollops , a reade...

I am un-retiring for the next month or so to attend some conferences. I'll be taking my first "business trip" in ten years thi...

How important is it to precisely nail your asset allocation in retirement? You may be spending a lot more time than you need to fretting ab...

I think most retirees probably have a moment not long after calling it quits when the risk of their new endeavour fully dawns on them. I thi...