Independently minded publishing

Dr William Reichenstein, CFA, Professor Emeritus of Investments, Baylor University, Hankamer School of Business, Principal, Social Security Solutions, Inc.

As an endowed investments professor and member of the Wall Street Journal’s “The Experts” panel, I have spent my professional life addressing the more quantitative and rigorous retirement issues Swedroe and Grogan discuss, including asset allocation, asset location, and Monte Carlo simulations. They provide excellent tax-related guidance related to IRAs and other retirement plans as well as spend-down strategies in retirement. As someone nearing retirement myself, I learned a lot reading about the softer retirement issues like planning beyond the financials, the discovery process, preparing heirs, and threats of elder abuse. This is, indeed, your complete guide to retirement!