Rick Miller presented a talk on retirement, Social Security, and retirement planning at a webinar hosted by Maxifi. Here are his insights.
Financial Planning Videos
A contingent claim’s payoff is dependent on the realization of an uncertain future event. In life-cycle planning, contingent claims are used to plan for the unpredictability and risks in life. Rick Miller discusses protecting against risk when financial planning.
Investing is one way to fund future spending. Rick Miller uses the current living standard and spending patterns of clients to predict the risk of potential returns when planning.
Liquidity is defined as the availability of liquid assets, such as cash, in a market. Rick Miller discusses the liquidity factors that go into planning for the future.
The Life-Cycle Theory recognizes that there are different stages in life that fade into one another. Rick Miller talks about the three main phases of the lifecycle: human capital development, working and raising a family, and retirement.
Sensible Financial partnered with Karen Wasserman from Your Elder Experts, a leader in elder care, to create a presentation for our clients and the community. Karen’s talk provided the audience with much-needed information about options in Senior Living. The event was lively and informative and provided the audience with lots of opportunities to ask questions. If you[Learn more…]
Investment returns are unpredictable. There are many strategies to invest in, some have more risk than others. Rick Miller discusses the reasons for following a passive approach to investing.