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Keep Up With Your Clients

Baby boomers are hunkering down for retirement. They are putting computer to spreadsheet, as it were, and running asset and cash flow projections, with frequent stops in Monte Carlo. And after they factor in commonly suggested assumptions about longevity, investment returns, portfolio withdrawal rates, income taxes and health-care costs even the well-to-do are becominE. anxious. This is because they're

Baby boomers are hunkering down for retirement. They are putting computer to spreadsheet, as it were, and running asset and cash flow projections, with frequent stops in Monte Carlo. And — after they factor in commonly suggested assumptions about longevity, investment returns, portfolio withdrawal rates, income taxes and health-care costs — even the well-to-do are becominE. anxious.

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