◀ The Principal Blog

Posts from the ‘Retirement’ category

Mortality Meets Volatility



“In this world nothing can be said to be certain, except death and taxes.” America’s first blogger, Benjamin Franklin first made this observation two and a quarter centuries ago, and it has held true these many years. With the latest developments regarding mortality assumptions, however, Dr.…

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Retirement Wants (all the bacon!) vs. Retirement Needs (floor strategy)



Have you ever taken a moment to envision what your dream retirement would look like? (If not, I highly encourage you to take the next 60 seconds to think about it, or take this fun quiz!) I recently had the opportunity to publically share my dream retirement. In return, I received an illustration…

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