Category: Books

4% Rule

SORC 18 Part 3 – Morningstar and the 4% Rule

Today’s post is our third visit to the the Science of Retirement Conference 2018, which was held in London recently. This time we’ll be looking at Morningstar’s take on the 4% rule.

Moving to Portugal

Moving to Portugal

Today’s post is about an event I attended a few weeks ago, on the topic of moving to Portugal.

Dynamic Spending

SORC 18 Part 2 – Vanguard Dynamic Spending

Today’s post is our second visit to the Science of Retirement Conference 2018, held in London recently. We’ll be looking at Vanguard’s strategy of Dynamic Spending.

Deferring Your State Pension

Deferring Your State Pension

Today’s post is about Deferring your State Pension – is it worth putting off access to the money to get a higher rate in the future?

Capitalising The State Pension

Capitalising The State Pension

Today’s post is about capitalising the State Pension, in the interests of asset allocation accuracy.