Posts Tagged ‘sustainable withdrawal ratio’

“Broke”- It Would Probably Happen to You, Too

Monday, February 4th, 2013 by Cass Chappell, CFP®

Summary: Athletes earn their money very quickly. Their careers don’t last very long. They are very young when they retire and have unusually long “distribution phases”. Since they usually don’t earn ... more »

Top 5: Retirement Spending Misconceptions

Monday, July 19th, 2010 by Cass Chappell, CFP®

When I meet with a prospective client for the first time one of my first questions of them is about retirement.  I am curious to know how they anticipate living off ... more »

Dashboard Dissected: Part 4- Distributions/Contributions

Tuesday, July 6th, 2010 by Charles Mayfield, CFP®

From time to time, our clients come to us with plans to make a big recreational purchase or inheritance checks that they want to deposit into their accounts. Understanding the impact ... more »

Dashboard Dissected: Part 3- Asset Allocation

Monday, June 28th, 2010 by Charles Mayfield, CFP®

In keeping with the mindset that an Investment Dashboard should be a turnkey tool, providing all the relevant information pertinent to making sound decisions for a client’s portfolio, it only makes ... more »

“How Much is Enough?”

Wednesday, January 14th, 2009 by Cass Chappell, CFP®

As financial planners, we are frequently asked about “sustainable withdrawal ratios”, or in other words, “How much money do I need to retire?” It seems as if there are as many articles ... more »