Category: Financial Planning
Knowing The Number
By Brian D. Kilb A few years back, I visited with a prospect who asked (based on The Number from his accumulated savings) how much he might expect to draw in retirement. The figure I gave him was less than he hoped for, and the meeting ended right there. When I walked him to the…
Rolling over retirement plans
By Kyle Tetting It is no secret that today’s workers overall are not staying with their employers as long as they used to. According to the Bureau of Labor Statistics, the median tenure for workers in 2012 was 4.6 years. With all that moving around, many investors leave behind their employer-sponsored retirement plan. While it is…