ERISA Services, Inc.
Bates & Company
Compass Retirement Consulting Group, Inc.
Loren D. Stark Company
Trucker Huss, A Professional Corporation
Hochheiser Deutsch & Co, Inc.
Retirement Plan Consultants
Carpenter Morse Group
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|You Don't Need to Think Like a Nobel Laureate to Make (or Help Your Clients Make) Informed Retirement-Related Financial Decisions|
Ken Steiner, FSA Retired
Aug. 16, 2021
"Data points to facilitate many retirement-related financial decisions can be obtained by answering the following two questions ...  Does the household have sufficient non-risky assets to fund the present value of their future Essential Expenses (their self-selected 'needs') using assumptions consistent with purchase of these liabilities from an insurance company? ...  Does the household have sufficient risky assets to fund the present value of their future Discretionary Expenses (their 'wants') using reasonable assumptions?"
|Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).|
|An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).|