Announcements
Tue, Nov 20, 2018
David Blanchett: The Grand Retirement Puzzle
This is the first in a three-part video series featuring David Blanchett, PhD, CFA, CFP., head of retirement research at Morningstar. David sets the scene for a fascinating discussion about the ‘grand puzzle’ as he calls it. In other words, how to come up with successful withdrawal strategies for UK retirees.
Keep Reading
Announcements
Thu, Aug 30, 2018
Justin King: How to help a client avoid a one-way ticket to Geneva
In this second video, Justin King APFS, CFP takes a light-hearted look at how he uses the Timelineapp to show clients quickly and visually how sustainable their retirement income plan is.
Keep Reading
Announcements
Wed, Aug 22, 2018
Justin King on eternal optimism and why advice is an antidote to N.E.W.S*
Welcome to the first of our three-part video series on retirement income planning conversations. The focus of this series is to demonstrate the real-life discussion that happens between a financial planner and their client to ensure their portfolio lasts a lifetime.
Keep Reading
Legacy & Sustainable Withdrawal In Retirement Portfolio
It's often said that the ideal retirement is one in which you spend your last penny on your last day on earth. The last cheque you write should be to the undertaker, and it should bounce.
Keep Reading
Article
Mon, Jun 25, 2018
Battle plans, cashflow projections and retirement income planning
In the early 1910s, the US military used maps of the Alsace-Lorraine and Champagne regions in France as part of its training programme. Critics however contested that it was spurious for the US Army to base their training on those areas rather than US territories, where they were more likely to fight a war. And so the military changed their training maps to ones on US soil. Then, around two years after the change was made, WW1 began and the US military was deployed to fight in Alsace-Lorraine!
Keep Reading
Announcements
Tue, Jun 12, 2018
We're Hiring - Retirement Consultant
We are on the lookout for a consultant for Timeline, the software for illustrating sustainable withdrawal strategies in retirement income portfolios. The software is used by advisers in 7 countries including the UK and the US.
Keep Reading
Announcements
Mon, Jun 11, 2018
Timeline Completes Seed Funding Round
Timeline, the sustainable withdrawal rate software created by Abraham Okusanya has raised a seed funding round from a group of private investors.
Keep Reading
Research
Tue, May 29, 2018
Probabilistic Thinking and Retirement Income Planning
The fundamental question we’re trying to answer in retirement planning is this: will the money outlive the people or will the people outlive the money? The problem is we simply won’t know for sure until the event has happened, by which time it’s too late to plan.
Keep Reading
How-To Videos
Tue, May 22, 2018
Ratcheting Rule: Mitigating the risk of dying with too much money
We spend a lot of time talking about the risk of running out of money in retirement. But one understated risk of spending conservatively in retirement is the risk of dying with too much money! Yes, that's a thing.
Keep Reading
