Longevity Risk & Social Security — Pay More, Get Less

  •   By John Hillman, MBA, CFP®, ChFC®, CLU®, CLTC In our last post for The Fiduciary Advisor, we went into detail on investment risk. Another major retirement risk that has increased for many individuals is longevity risk. Simply put, longevity risk is the risk that payout levels are higher than expected due to increasing life expectancy trends. Knowing how much longevity risk you are taking on and how to best mitigate it is a crucial component of fiduciary financial planning. Social…

    Avoiding Investment Distractions & Reactions with Fiduciary Advice

  •   By Nicholas Economos, CRPS® In our inaugural blog post for The Fiduciary Advisor, we discussed how the risks of the American retirement crisis call for fiduciary advice — financial guidance that puts investor needs first by law. In this post, we’ll explore investment risk in more detail. Investment risk can be thought of as simply the risk that an investment’s actual return will be different than expected. As investment decisions have largely shifted from professional pension managers to individuals,…

    Learn More About Fiduciary Financial Consulting

    Request a consultation on how to best put your financial needs first.

    Request Consultation