Capital-intensive withdrawal strategies are obsolete. Modern financial planning demands purpose-driven, efficient solutions. Morningstar’s recent decision to lower its safe withdrawal rate from 4% to 3.7% isn’t a footnote — it’s a flashing warning light for financial professionals still building retirement income strategies around the portfolio longevity model. While the article “How’s Your Client’s Reliability of […]
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Retirement Success Depends on When Your Clients Set Sail Retirement isn’t just a destination—it’s a launch. And like any voyage, the timing of the tides matters more than most clients realize. In planning terms, that tide is the market. […]
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