Category Archives: Bifurcated Retirement

Old Models Just Fade Away!

Below is a link to a recent article in the Wall Street Journal.  It discusses the conventional rule of thumb that you can withdraw 4% per year, adjusted for inflation changes, from your retirement accounts and not run out of … Continue reading

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Delayed Annuities/Longevity Insurance?

Below is an interesting article from the Wall Street journal.  The article provides a nice discussion regarding a new type of annuity – delayed payout annuity or longevity insurance. These types of deferred payout annuities are products that allow the … Continue reading

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Retirement at 75? Part II

In our last blog we mentioned an article that discusses the possibility that the average Baby Boomer may need to work to age 75 to afford retirement.  This delayed retirement is due to a number of factors, including: 1) less … Continue reading

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Retirement At 75?

Below is a link to a thought provoking article concerning the retirement age of Baby Boomers. Apparently, the average Baby Boomer will need to wait until age 75 to retire. To quote the article, “Among the issues preventing boomers from … Continue reading

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Retirement Assumptions

Below is a link to a recent article from the Wall Street Journal.  It discusses the retirement lies that we tell ourselves.  The article is long but well worth reading. The article deals with several issues.  In fact, the article … Continue reading

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Latest Research

We commissioned an additional survey after the last one (see previous blog) that went into greater detail as to why individuals are not engaged in retirement planning.  We received some very interesting results. When you add this survey’s results with … Continue reading

Posted in 401(k), Bifurcated Retirement, Financial Adviser, Retirement, Retirement Confidence, Retirement Plan, Retirement Planning, online retirement planning, retirement calculator | Leave a comment

Light Summer Reading

It is the dog-days of summer with two more weeks to go before Labor Day.  Now may be the time for some light reading, especially reading that might help with your future retirement. If you are a BowTie member, download … Continue reading

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New Book Just Published

We have just published a new book, Bifurcated Retirement, The New Approach for Today’s Baby Boomers. This is an easy to read book suggesting that retirees bifurcate their retirement into two stages: the Silver Stage and the Golden Stage.  Each … Continue reading

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