Retirement is a big question mark for most people. Even with planning, there will be some gray areas and opportunities for making assumptions about what to expect or how far your money will go. One of ...

The best plans and intentions can be led astray by misconceptions based on erroneous assumptions, especially with philanthropic succession planning. Often, senior or same generation family members don ...

A necessary yet often overlooked step in the planning process is the recording of assumptions; those insights and expectations upon which the plan will be constructed. Sometimes referred to as ...

Financial Planning News — When it comes to long-term financial planning, many people believe they are being realistic. Whether the goal is retirement, a child’s education, or achieving financial ...

An enduring wave of novel class actions challenging the actuarial assumptions used to calculate certain pension benefits has prompted many sponsors of defined benefit pension plans to evaluate their ...

There was a time when I thought the optimal goal of financial planning was to collect vast amounts of information, boil all of that information down to an extensive list of assumptions and ...

One major assumption plan managers make is the fund will achieve an 8 percent annual rate of return on investments. If this is correct, the system is roughly 86 percent funded and has nearly $5 ...