Criticism of Monte Carlo software that uses capital markets assumptions to produce "Probabilities of Success" is mounting.
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Financial Planning Hawaii's founder opines in U.S. News article on utility stocks for passive dividend income. His retirement spending research was cited in
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Regional bank stocks have had a big sell-off in the wake of the Silicon Valley Bank sell-off. This article discusses the implications for rising dividend
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The Lifetime Income for Employees Act will be Harmful to 401(k) Plan Participants. Our latest research paper shows how life annuities purchased at retirement
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Our latest research paper challenges the wisdom of annuitizing 401(k) and IRA savings at retirement and questions the value of mortality credits for retirees in
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This article is intended to draw attention to the fact that withdrawal strategy is an overlooked and critically important consideration in determining income
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