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 Tackling the Complexity of Retirement Spending
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Tackling the Complexity of Retirement Spending

In conventional retirement planning, advisers often assume that their clients’ annual expenses (adjusted for inflation) remain flat throughout their retirement years. Therefore, many retirement [...]

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 How to Know If You Are Financially Secure and Don’t Need a Job Anymore
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How to Know If You Are Financially Secure and Don’t Need a Job Anymore

I had a friend who asked me this question recently: When did you realize you were financially secure and didn’t need a job anymore? I thought I will give an answer here (since we are a fee-only [...]

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 The Basic Insurance Checklist For Retirees
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The Basic Insurance Checklist For Retirees

There are so many issues that trigger us as Singaporeans, that it’s hard to keep track of things. Taxes, ERP, CEOs, health… The list seems to go on and on. But let me get real with you on [...]

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 RetireWell Part 1: Drawing Down Retirement Money
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RetireWell Part 1: Drawing Down Retirement Money

While there are 2 phases in retirement planning: the accumulation phase and withdrawal phase, in the course of our work, we observed that a lot more emphasis has been placed on the former [...]

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