Posts Tagged ‘sustainable withdrawals’

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 »

Long Term Care Insurance – When Should I Buy It?

Monday, May 18th, 2009 by Cass Chappell, CFP®

        One could ask this question of several different people and get several different answers.    Insurance agent: "Now.  You can potentially lock in the rate and you don't have to worry about whether ... more »