If you’ve ever had a retirement plan prepared, you probably came across an interesting yet ambiguous metric known as “probability of success”. It’s often displayed front and center as a percentage ranging from 0 to 100, almost like a test score. And much like a test score, it’s easy to assume that anything less than perfect means something has gone
If you’ve been paying attention you’ve probably heard something about the countless jobs artificial intelligence will eventually take over from us mere mortals. So when I dove into this little exercise I was really hoping to find that the role of “financial planner” would not be one of those casualties. While I don’t think I’m on the chopping block quite
Sometimes as advisors we fall short in addressing the most basic questions clients have for us. Not because they’re not important, but because we as the advisor often fixate on the most technical and nuanced questions. A question that fits neatly into this basic yet crucially important category is how exactly advisors turn your retirement savings into retirement paychecks. It’s
