Stan's World - The Bucket Approach
Submitted by S. F. Ehrlich Associates, Inc. on February 19th, 2019
February 15, 2019
Financial planning is part art and part science. The science portion relates to the use of academic studies to construct portfolios with various levels of risk that can be used to provide retirees a certain level of income for their lifetime. The art element is equally important because we deal with individuals, and each individual has unique needs, disciplines, and tolerances.