Asset Allocation for a Lifetime

Journal of Financial Planning: August 1996


John and Wendy Elgar are a new client couple of mine, both retired and age 65. At a previous meeting, I had presented to them the method of retirement money management I had discussed in my October 1994 article in the Journal of Financial Planning, "Determining Withdrawal Rates Using Historical Data." They seemed quite interested, but as this follow- up meeting begins, it is clear they have a number of questions.

To read the entire article as a PDF, please click HERE


Retirement Savings and Income Planning