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Retirement Income Strategies

The following articles will provide additional information related to strategies for retirement income.

Determining Withdrawal Rates Using Historical Data by William P. Bengen, published in Journal of Financial Planning, 1994

Baking a Withdrawal Plan 'Layer Cake' for Your Retirement Clients by William P. Bengen, published in Journal of Financial Planning, 2006

Decision Rules and Portfolio Management for Retirees: Is the 'Safe' Initial Withdrawal Rate Too Safe? by Jonathan T. Guyton, published in Journal of Financial Planning, 2004

Decision Rules and Maximum Initial Withdrawal Rates by Jonathan T. Guyton, CFP®, and William J. Klinger, published in Journal of Financial Planning, 2006

Featured Service

"I've never worked with a financial planner before and I'm facing a major change in my life. I need a snapshot of my financial picture so I can make sure I'm prepared for the change ahead."

Learn more about a Financial Review

Media Coverage: Long-Term Care Planning

Long-term care is broadly defined as the need for assistance with the normal activities of daily living for a period greater than 100 days. Read Justus Morgan's April 5 column on this topic.

Planning With You...For You workshop - June 12

Justus Morgan will faciliate our next workshop on Tuesday, June 12. Offered at no cost to clients and members of community, this interactive session will provide information about Financial Service Group, how we operate, the services we provide and how fee-only planning ensures your interests always come first. Read more and register.

4812 Northwestern Ave. Racine, WI 53406

Phone: 262.554.4500 • Fax: 262.554.1907

Retirement Income Strategies

Featured Service

Media Coverage: Long-Term Care Planning

Planning With You...For You workshop - June 12

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