Vanguard's roadmap to financial security: A framework for decision making in retirement

25 July 2018 | Portfolio construction

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Retirement is complex. In the face of often competing goals and numerous risks, the choices can be overwhelming, leaving many retirees unsure of where to begin.

Our latest research provides a retirement planning framework designed to help balance the many decisions to be made. Our step-by-step framework helps you show how retirees can capture their unique priorities and use their financial resources in a way that best aligns with achieving their goals and mitigating their risks

 

Determine retirement goals
Understand the risks
Assess resources
Develop plan

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Additional resources

Research paper - From assets to income
From assets to income: A goals-based approached to retirement spending.

Research paper - The role of the age pension in your retirement plan
Understanding age penions benefits to create the best chance for financial security and success in retirement.