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Projecting Dynamic Retirement Goals by Retirement Date Not Wealth
Nerd's Eye View 
Mar. 11, 2020 "[D]ynamic time-oriented reporting (as contrasted with traditional deterministic wealth-oriented reporting), when coordinated with flexible retirement goals, can help clients understand not just the timeframe required to complete a goal, but also how different factors (e.g., a delay -- or acceleration -- in retirement date, the costs associated with reaching the goal, market variability, etc.) play into and trade off with each other in reaching their goal." |
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