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The Two Basic Equations Underlying the Actuarial Financial Planner
Ken Steiner, FSA Retired Link to more items from this source
Sept. 6, 2022

"The [actuarial financial planner (AFP)] uses two relatively straightforward equations ... to help you balance your needs in retirement to grow your assets, protect your assets and prudently spend your assets.... While generation of an actuarial balance sheet, annual spending budget and liability-driven investment strategy is a relatively simple matter using these equations, the plan produced by the AFP (with annual adjustments and periodic stress testing) is quite robust[.]"  MORE >>

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