James M. Bonifas Jr.

Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
January 21, 2021 @ 11:26 AM
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