Helping Your Clients Afford a More Expensive Retirement

Apr 26, 2017 1:35:00 PM / by Darwin Bayston, CFA posted in Financial Advisors, life settlement


The sustained low interest rate environment brought on by the financial crisis of the late-2000s has forced financial planners to revisit some of the broad assumptions we’ve made in the past for projecting portfolio returns. A new article in the Journal of Financial Planning, “Planning for a More Expensive Retirement,” takes this anecdotal reality to an empirical level by studying the implications of continued low returns on retirement plans.

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