2 results found
Strategies

Variable withdrawals improve retirement outcomes

Variable withdrawal strategies for retirement spending are receiving more attention. Optimal asset allocations for such strategies are quite different to rules of thumb based on fixed withdrawal strategies.

Joe Tomlinson, Tomlinson Financial Planning

Five opportunities for financial advisers to add value

As competition in the financial advice business intensifies, advisers must focus on those activities that add the most value for clients.

Joe Tomlinson, Tomlinson Financial Planning