John Armstrong

Retirement income modelling

Getting an accurate picture of a client’s retirement prospects requires advisors to drive their planning software harder than they might be accustomed to. Indeed, a February 8, 2010 article by Stephen Lamb on Advisor.ca was right on the money. In it, Lamb noted: “Retirement funding is a complex machine, with several moving parts . . […]

By John Armstrong |March 1, 2010

6 min read

Planning and Advice

Planning software can clarify client spending habits

Financial plans are the basis of the best client/advisor relationships. Or at least that’s the theory. But we review a lot of client portfolios and seldom find the advisor using an active and consistently updated financial plan. I regularly teach a course called Retirement 101 and at the end of a recent session, people sat […]

By John Armstrong |October 1, 2009

4 min read