Retirement Archives - Adviser Investments

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How Does Diversification Differ in Retirement?

It’s a question we hear all the time: How should diversification differ between retirement accounts and non-retirement accounts? And how should your investment approach change once you retire? Vice President Kari Wolfson weighed in during our recent webinar, Diversification Is Dead…and Other Modern Myths.* Please enjoy the excerpt below and

Is the 4% Retirement Spending Rule Obsolete?

This week’s reader question is about retirement spending: Is the classic 4% rule still valid and how should I factor inflation into my retirement spending budget? Maybe, and yes. This ubiquitous retirement spending maxim, the “4% rule,” came into vogue in the 1990s. The financial planner who created it, William Bengen, examined historical …

Is Social Security Heading Toward Insolvency?

This week’s reader question: Is Social Security Heading Toward Insolvency? You heard right. As part of its annual report on the financial health of Social Security and Medicare, the Social Security Board of Trustees said last week that Social Security would be insolvent one year sooner than previously projected. The increased …

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