• Steve Martin

Testing Two Retirement “Truisms” | Retirement Planning content from WealthManagement.com

Here are two comments I hear so often from pundits and financial planners that they have become truisms:

“People should discount the value of their projected Social Security benefits, because the program is unlikely to pay full benefits in the future.”

“We’re all living longer, so we should raise the retirement age.”

These statements are tossed around so often – and so casually – that I decided to look at how they would impact real world retirement plans, should they come to pass. Both would have serious implications for your clients’ retirement plans.

Let’s consider each in turn.

Discounting projected benefits …………..

via Testing Two Retirement “Truisms” | Retirement Planning content from WealthManagement.com.

2 views0 comments

Recent Posts

See All

Social security is a great insurance policy. But sometimes people mistakenly regard it as just one more investment that they should try to maximize. That kind of thinking might persuade you to take be

Charles Ellis, one of the most revered figures in American investing, hates to waste time. Especially when it comes to an issue over which the clock is ticking: America’s retirement crisis. “I didn’t

I agree with Jim Blankenship’s premise in this article. Steve ============================================ As you likely know from reading many of my articles on the subject, I have long advocated the