21 Feb 2017

The High Cost of Healthcare for Retirees

A study by the Employee Benefit Research Institute (EBRI) released in January estimates how much savings people need just to cover out of pocket healthcare expenses. ¬†(You can see the entire study here) Like our retirement planning software, the EBRI conducted Monte Carlo simulations to estimate the effect of varying mortality rates and portfolio returns. The EBRI found that for a 65 year old man to have a 50/50 shot… Read More

6 Feb 2017

What is a Border Adjustment Tax?

Most of the time, the topics that I choose for Daily Insights are things that I think I know a lot about. ¬†Sometimes, I write about a topic in an effort to learn more about it. That’s the case today: I had never heard of a border adjustment tax until a few weeks ago, wanted to know more and thought I would share what I’ve learned. Some of you undoubtedly… Read More