Retirement Risks & Behavioral Framing

Helping clients make better decisions under pressure

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Retirement Challenges Facing Gen X in the Peak 65® Era

This report examines the growing retirement crisis facing Generation X as they approach retirement during the “Peak 65” era. It argues that Gen X is uniquely vulnerable due to a combination of economic, structural, and behavioral challenges that have left them less prepared than previous generations.

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The 5 Questions You Should Ask Your Financial Professional During Market Volatility

Often our instinctive reaction in times of market volatility is to pick up the phone and call the person managing our money

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Doctor Trades Risk For Rewards

Serving in Floating Doctors, an organization he formed to help deliver medical services to people in remote parts of the developing world, Labrot found himself in many life-threatening situations.

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The 4% Rule Produces Unacceptable Risk for America’s Retirees

For decades, some financial professionals have counseled clients that they should be able to safely withdraw four percent of their assets each year

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How to Think About a “Retirement Reset” During Times of Uncertainty

“Should you have retired earlier?” “Is this market volatility going to impact my ability to retire?” “How are the knees?” These are some of the questions Americans would ask themselves if they could look into the future as their retirement years grew closer

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