Month: March 2022

Your Retirement Income Projection Part 2: Risk Analysis

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The Second Step in Your Comprehensive Written Retirement Income Plan

This article is part two of a three-part series in which we’ll dig deeper into the first aspect of preparing your comprehensive written retirement income plan: the retirement income projection. This series is based on content that originally appeared in our book, Momma’s Secret Recipe for Retirement Success, and you can grab your copy here.
In our last installment, we shared details on the very first step in developing your comprehensive written retirement income plan, which is a retirement income analysis. As a reminder, this series is all about completing the three aspects that makeup step one in our four-part process of completing your Retirement Income Projection:

  1. Income analysis
  2. Risk analysis
  3. Fee analysis

In this article, we’ll walk you through the risk analysis step.

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Your Retirement Income Projection Part 1: Income Analysis

Written on .

Getting Started on Your Comprehensive Written Retirement Income Plan: Income Analysis

This article is part one of a three-part series in which we’ll dig deeper into the first aspect of preparing your comprehensive written retirement income plan: the retirement income projection. This series is based on content that originally appeared in our book, Momma’s Secret Recipe for Retirement Success, and you can grab your copy here.

We’ve shared before how important it is to have a comprehensive written retirement income plan, and today we’re delving into the details of getting started. Step one in the four-part process is to do a Retirement Income Projection, which consists of three aspects:

  1. Income analysis
  2. Risk analysis
  3. Fee analysis

In this article, we’ll walk you through the income analysis step.

Continue reading