Questions from Personal Finance


Q: When should the investment rate, the blended rate, and the

When should the investment rate, the blended rate, and the inflation rate be used, respectively?

See Answer

Q: List the steps in the retirement needs analysis.

List the steps in the retirement needs analysis.

See Answer

Q: What are the weaknesses of the withdrawal rate method?

What are the weaknesses of the withdrawal rate method?

See Answer

Q: What are the advantages of the withdrawal rate method?

What are the advantages of the withdrawal rate method?

See Answer

Q: Brad and Barbara also attended the meeting. They said they were

Brad and Barbara also attended the meeting. They said they were too young to start saving for retirement. Retirement seemed “hundreds of years” away and they wanted to have fun today. They would have...

See Answer

Q: Why can it be beneficial to raise or lower the withdrawal rate

Why can it be beneficial to raise or lower the withdrawal rate in response to market fluctuations?

See Answer

Q: Contrast simple and risk-adjusted capital needs analysis.

Contrast simple and risk-adjusted capital needs analysis.

See Answer

Q: Identify the advantages of Monte Carlo simulation.

Identify the advantages of Monte Carlo simulation.

See Answer

Q: What is total portfolio management?

What is total portfolio management?

See Answer

Q: Why is overhead cost considered a liability under TPM?

Why is overhead cost considered a liability under TPM?

See Answer