Index

A

advisors, choosing, 6, 224-232

allocating assets

accounting for outside income, 157-158

Asset Allocator calculator, 45

investments during retirement, 223

periodic maintenance, 214-215

strategies, 208-213

Super Efficient Portfolio, 193-196

alternatives to qualified plans, 89-92

analysis, gap analysis, 156-157

annuities, 203-205

annuity options, 125-128

arbitration, 140-142

asset allocation

accounting for outside income, 157-158

Asset Allocator calculator, 45

investments during retirement, 223

periodic maintenance, 214-215

strategies, 208-213

Super Efficient Portfolio, 193-196

Asset Allocator calculator, 45

asset-class investing, 200

B

bankruptcy, leading cause of, 16

Benefit of Spending Less calculator, 237

bonds, 201

brokers

bad financial ...

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