Category Archives: Retirement Transition

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Time Diversification: Stocks are less risky over the long-term??? (Not!)

Posted on March 3, 2012

Time Diversification: Stocks are less risky over the long-term??? (Not!) The myth of “time diversification” promises that if you invest (in risky assets) for the long-term you can eliminate risk, i.e. time reduces/eliminates risk. Tell that to somebody who was … Continue reading →

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Is retirement past its prime?

Posted on March 2, 2012

Is Retirement Past its Prime?  Last week I attended an interesting and informative CFA Institute sponsored talk by Michael Falk of ProManage on the above topic. He points out that, while the nature of retirement is an individual choice, societal … Continue reading →

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Pension or lump sum

Posted on March 2, 2012

Pension or Lump Sum? Reading Theo Francis’ “Pension tension: figuring out when to lump it”  in the WSJ, reminded me of the time when I had to make the decision, about five years ago. For what it’s worth, I’ll later … Continue reading →

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Transition

Posted on February 28, 2012

Transition Overview  As we are approaching retirement there are many things to consider. The primary focus of this website is financial rather than lifestyle oriented. However, the choice of lifestyle will dramatically affect income requirements. 1. First the ‘what’: -what … Continue reading →

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