Executive Summary
With this entry, a new blog is born in the world. Like most of the 100 million or more others who have created blogs in recent years, I've created this one because I have something to share, and I hope that I will find an audience who finds value in what I have to say.
The focus of this blog will be on all things financial planning. As a self-admitted financial planning nerd, I will share in this space my own commentary on financial planning developments that I believe are relevant to the world, and on development in the world that I believe are relevant to financial planning.
It is my intention, though, to not let this be a purely one-sided discussion. Please share your comments on my posts. Feel free to write me at [email protected]. Tell me about your challenges and your successes, what you're seeing and hearing and reading, and what you're experiencing.
I'm going to share with you whatever insights I can on financial planning issues; I hope you'll consider responding in kind.
Vig Oren says
Hi Mike, congratulation on your new blog. I know it that many of us would greatly benefit by you willing to share your knowledge
By any chances could you please summarize the PROS and CONS of utilizing VAs plus GMWBs?
Please also compare it to other options for retirees such as combinations of portfolios with fix and/or IVA SPIAs and life insurance, for attaining clients’ goals in retirement, such as secured income during extended longevity, LTCIs, bequests, etc. (while holding assets in taxable or tax-deferred accounts).
Thanks.
jason_witt says
This looks great! I can’t wait to see what what you have in store.