Category

Financial Planning

Financial PlanningInvestingManaging RiskRetirement Planning

Stress Testing a Financial Plan Using a Risk Simulation

What happens if…? That’s the million-dollar question.  Stress testing a financial plan and retirement projections can help investors feel more confident in the likelihood they won’t run out of money under different conditions in the financial markets.  To illustrate why investors need a robust financial model, consider this typical scenario:…
April 15, 2020
Employee benefitsFinancial PlanningFinancial Planning for CouplesPensionRetirement PlanningSecure ActUpdated for 2020

Should You Take a Pension or a Lump Sum?

Should You Take a Pension or a Lump Sum? Deciding between a lump sum or receiving pension benefits monthly requires careful planning and consideration. Though your personal situation and circumstance will always be the most important factor in any major financial decision, there are several key considerations to keep in…
December 15, 2019