Retirement planning

The Best Retirement Withdrawal Strategies

Can I Retire Yet?
Darrow Kirkpatrick

A couple of months ago I published new research here. The topic was retirement withdrawal strategies. I was trying to answer a question that had long puzzled me. It’s one that I hadn’t seen addressed elsewhere: What is the best way to liquidate the asset classes in your retirement portfolio? For example, if you have a simple portfolio of stocks and bonds, and you need to generate cash, when do you sell the stocks and when do you sell the bonds? I built a computer model and simulated the problem using historical data.

Don’t Get Left Behind In These Emerging Retirement Trends

Robert Laura

While working on my new book The Encore Advisor, I uncovered several new retirement trends that advisors should not only take note of, but also begin to develop strategies and resources for. It’s been said for years that baby boomers will leave their mark on retirement, like other phases of life, and those claims are holding true. Characteristics such as their group mentality, openness, desire to influence, and the personal challenges they face as a result of their approach to life, provide valuable opportunities for advisors willing to spot and adapt to change.

At 77 He Prepares Burgers Earning in Week His Former Hourly Wage


It seems like another life. At the height of his corporate career, Tom Palome was pulling in a salary in the low six-figures and flying first class on business trips to Europe. Today, the 77-year-old former vice president of marketing for Oral-B juggles two part-time jobs: one as a $10-an-hour food demonstrator at Sam’s Club, the other flipping burgers and serving drinks at a golf club grill for slightly more than minimum wage.


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