Advisor Literature

April 2018
    A spending plan can help retirees balance the desire to maintain a consistent lifestyle with the need to preserve assets for a retirement that could last 30 to 40 years. How should the spending amount change over time? A plan that...
    February 2019
      How do retirees avoid selling their hard-earned retirement assets at the wrong time? The all-important "buy low and sell high" discipline is out of reach when forced to sell in a bear market. A cash flow reserve ladder can provide the...
      February 2019
        Over the past eighty-seven years, dividends have accounted for over 40% of the total return for the S&P 500 Index. The importance of dividends has been an often overlooked part of investing, but will continue to come to the forefront as...
        November 2014
          Retiring the traditional retirement conversation and refocusing on the longevity journey doesn't simplify life. It challenges us to broaden our perspective and increases the importance of the decisions we make relative to our health, our wealth, and how each of us uses our life's wisdom to prepare for an abundant second half.
          November 2014
            Today, increases in longevity and the decisions associated with longer life are demanding that you help your clients prepare for the future. This may mean developing a plan that integrates health care, financial management and life goals into a strategy that supports and enhances their second half of life.