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Throwing Out the 4% Rule. This 1990s retirement planning principle seems questionable today.

In 1994, a financial advisor named Bill Bengen published research articulating the “4% rule”,which became a landmark of retirement planning.The 4% rule postulates that a retirement nest egg can last 30 years if a retireewithdraws 4% of it per year (incrementally adjusted for inflation), given a portfolio of 50% stocks and 50% bonds. 805 more words

John Jastremski

Throwing Out the 4% Rule. This 1990s retirement planning principle seems questionable today.

Throwing Out the 4% Rule

This 1990s retirement planning principle seems questionable today.

 

In 1994, a financial advisor named Bill Bengen published research articulating the “4% rule”,which became a landmark of retirement planning.The 4% rule postulates that a retirement nest egg can last 30 years if a retireewithdraws 4% of it per year (incrementally adjusted for inflation), given a portfolio of 50% stocks and 50% bonds. 799 more words

Financial Planner

A Beneficiary's Options

As much as it is a difficult part of our job, we do take pride in guiding a recently widowed person through their financial options.  One of the most important is how to re-title and invest proceeds inherited in an IRA or 401(k). 51 more words

Mj Everson Financial

SUNRISE dan SUNSET PROPERTI

Ini merupakan rangkuman dari talkshow salah satu radio swasta dengan Matius Yusuf, Direktur Pemasaran Agung Podomoro yang saya dengar tadi malam saat menikmati kemacetan Jakarta. Beliau bicara mengenai bisnis properti, apa saja yang mesti kita perhatikan pada waktu membeli properti. 518 more words

Financial Planner

Weekly Market Update

Our blog today links to the most recent “Market Update” from the experts at Commonwealth Financial’s Investment Research team.  If you have any thoughts or questions, please feel free to give us a call.

Mj Everson Financial

Financial Planners under scrutiny

Capital market regulator is looking at supervising the financial planner profession following reports of ill recommendations made by irresponsible financial planners to invest in bad or fraudulent investments. 58 more words

Capital Market

Guest Speaker Of Financial Planning Seminar Arrested In Downey

LOS ANGELES (CBSLA.com) — Authorities Saturday arrested a certified financial advisor in connection with charges of financial abuse of the elderly.

Jose Carbajal was a guest speaker at a financial planning seminar in Downey that had six attendees at the time of his arrest. 121 more words

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