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David Lerner Associates > Retirement Planning (Page 52)

News & Resources: Retirement Planning

The Retirement Spending Smile

Most people assume that once you retire, your spending pattern will be the same year-to-year. Research has shown that this, in fact, is not the case. Two studies came to the same conclusion. We spend more at the beginning of retirement and again towards the end. The graph of a retiree is spending pattern looks like a big smile.

Why the 4 Percent Rule No Longer Works

For decades Americans have calculated their retirement saving needs on the 4% Rule - if you can withdraw 4% of your retirement fund per year, there is every chance you will have enough money for your golden years. That rule was calculated on interest rates much higher than we are seeing now, and it is proving to be not so reliable for people who will retire in the future.

3 Reasons Not to Fear Retirement

If you are nearing retirement age, you are not alone. Roughly 10,000 Baby Boomers retire every day in America, and that number is set to stay true for the next 19 years. Many people face uncertainties and fears about their own retirement. When it should be a well-deserved rest after a lifetime of hard work, a lack of planning may result in apprehension and stress.

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