Tag Archives: Leads

Making Retirement Money Last to 103: An Expert’s Plan for Himself

Americans worry about affording retirement, but that doesn’t usually translate into hard-core financial planning. Then there’s David Littell, the 61-year-old director of the retirement income planning program at the American College of Financial Services, a nonprofit that educates financial advisers. If anyone ought to have a well-thought-out plan, it’s this guy.

So we asked him what’s in it.

It’s a little intense—this is one well-prepared pre-retiree, and one who knows his insurance products, since the college’s focus has historically been on educating insurance agents.1  While the challenge of ensuring he won’t outlive his money isn’t unique, his attitude may be. “I find this fun,” he said. A sign of how into this stuff he is? Before a follow-up call, he e-mailed a three-page, 1,500-word, bullet-pointed outline of his thinking.

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How to Prepare for Financial Shocks in Retirement

You’ve always lived below your means and were a diligent saver, and now you’ve built a pretty sizable nest egg. Or maybe you’ve just been lucky enough to work for a company that has a well-managed 401(k) plan and has always matched your contributions. However you did it, you now have a reasonable retirement income that, with the help of Social Security and possibly a pension, provides you with a comfortable retirement lifestyle.

So, you’re all set, right? Not necessarily.

With a proper assessment, any retirement plan could be prepare your client for what life might throw at them. Be prepared for them, click here

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