Archive by tag "income"

Moving from Asset Accumulation to an Income Stream

September 26th, 2011

Over the last seven years, we have been dealing primarily with people planning for eventual retirement. Their question is generally: “This is how much I have…. is it enough?” We gather data there income, assets and liabilities and ask people to describe their lifestyle now and how they expect it to change after they retire. [...]

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Starting the Transition: Managing Risk

April 11th, 2011

I turned 65 in February and wife Mary is about the same age (details confidential). In common with many people our age, we  are at the start of a transition from accumulating retirement savings to converting those assets into an income stream that supports our lifestyle and our vision of retirement. We have spent a [...]

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