Woody Burriss

In this our fifth in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we note that clients will often be unaware of or ignore the potential risks of premature death, short- and long-term disability, casualty losses, lawsuits, retirement plan security, unplanned estate distribution issues, etc. Such events can severely […]

Improperly Structured Portfolios

by Rick Tyler on July 9, 2012 · 0 comments

In this our fourth in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we address the fourth root cause of inadequate retirement saving, which is improper allocation of their retirement accumulation portfolio(s) when measured against their objectives and risk tolerance. We have been witnessing a steady decline in defined […]

In this our third in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we address the inefficient use of retirement savings vehicles. Selecting the appropriate use of accumulation vehicles for their unique situation can be an overwhelmingly daunting task to the client. There are a wide range of options […]

In this our second in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we address the second root cause of inadequate retirement saving, which is the difficulty of balancing current family needs with future retirement needs. People want to set aside more money for retirement, but they are spending […]