Filed Under:Life Insurance, Life Planning Strategies

Your Retired Client Doesn’t Have to Run Out of Money

Photo credit: graur razvan ionut
Photo credit: graur razvan ionut

Advisors who are helping clients avoid running out of money before they die can best solve the retirement income problem by balancing client spending goals with available assets and liabilities, said Russell Investments researchers in a recent report.

Russell’s research paper, “Adaptive Investing: A responsive approach to managing retirement assets,” calls for shifting from an asset-only view of portfolio management to a broader approach that focuses on:

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Nichole Morford

Nichole Morford
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