I don't know about you, but to me it seems as if summer flew by. Here in the United States, Labor Day — the symbolic end of summer — is just around the corner. With that in mind, I thought I'd do something a little different this week: before I recap some of the most interesting content I've come across recently, here's an ode to summer.
Financial advisors have an increasingly important role to play in building sustainable retirement income strategies for their clients. But as is the case with most investment advice, there is no one-size-fits-all approach. To help advisors and investors sort through the issues here is a list of essential reading and resources.
In his presentation at the CFA Institute Wealth Management 2013 conference, financial adviser and blogger Michael Kitces offered a framework for tackling two fundamental client questions: How much can I safely spend from this portfolio without needing to worry about the markets? And, if I want to spend X, how much money do I need in the account to safely retire?
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