All Entries Tagged With: "Retirement Planning"

The Retirement Planning Process

The Retirement planning process is made up of 6 steps:

Establish Goals
Gathering Relevant Data
Analysing The Data
Developing a Plan
Implementing The Plan
Monitoring The Plan

Let me bring you through the steps and explain how I usually use these steps to help my clients customize their retirement plan.
Step 1 - Establish Goals
Client’s goals vary significantly depending on many factors including [...]

Type of Assumptions Used For Retirement Planning

In retirement planning, there are a number of assumptions that I will  needs to take into consideration as these assumptions will have an impact on the final plan to be recommended to my clients. The assumptions can be grouped into two categories: Qualitative Assumptions & Quantitative Assumptions
Qualitative Assumptions
Qualitative assumptions refer to the type of lifestyle [...]