0
Skip to Content
LifeSpend Planner
Home
Suitability
Accumulation Phase
Pre-Retirement and Transition Phase
Distribution and Legacy Phase
LifeSpend Process
Who We Are
Educational Center
Testimonials
Referrals
LifeSpend Planner
Home
Suitability
Accumulation Phase
Pre-Retirement and Transition Phase
Distribution and Legacy Phase
LifeSpend Process
Who We Are
Educational Center
Testimonials
Referrals
Home
Suitability
Folder: Sample Reports
Back
Accumulation Phase
Pre-Retirement and Transition Phase
Distribution and Legacy Phase
LifeSpend Process
Who We Are
Educational Center
Testimonials
Referrals
Beyond the Dollars: Is Your Family Ready for the Human Cost of Caring for You?
Tim Schiltz 9/1/26 Tim Schiltz 9/1/26

Beyond the Dollars: Is Your Family Ready for the Human Cost of Caring for You?

Read More
Mastering the Art of Spending in Retirement
Tim Schiltz 5/30/26 Tim Schiltz 5/30/26

Mastering the Art of Spending in Retirement

Read More
The Peace of Mind Index: Is Your Retirement Income “Sleep-Proof”?
Tim Schiltz 2/22/26 Tim Schiltz 2/22/26

The Peace of Mind Index: Is Your Retirement Income “Sleep-Proof”?

Read More
The Summit is Only Halfway: Why Your Financial Plan Needs a Descent Strategy
Tim Schiltz 2/13/26 Tim Schiltz 2/13/26

The Summit is Only Halfway: Why Your Financial Plan Needs a Descent Strategy

Read More
The IRA and 401(k) Generation: How Retirement Became Your Responsibility
Tim Schiltz 1/30/26 Tim Schiltz 1/30/26

The IRA and 401(k) Generation: How Retirement Became Your Responsibility

Read More
Take Control of How Your Retirement Assets Are Spent — Or Someone Else Will
Tim Schiltz 1/23/26 Tim Schiltz 1/23/26

Take Control of How Your Retirement Assets Are Spent — Or Someone Else Will

Read More
Why You Should Use Annuities Instead of Bonds as the Fixed Income Portion of Your Balanced Portfolio
Tim Schiltz 11/15/25 Tim Schiltz 11/15/25

Why You Should Use Annuities Instead of Bonds as the Fixed Income Portion of Your Balanced Portfolio

Read More
Plan on Living to 100
Tim Schiltz 10/23/25 Tim Schiltz 10/23/25

Plan on Living to 100

Why Retirement Planning Must Evolve for the Age of Longevity

Read More
Why Retirement Planning Should Be Deterministic, Not Stochastic
Tim Schiltz 10/18/25 Tim Schiltz 10/18/25

Why Retirement Planning Should Be Deterministic, Not Stochastic

You can only live one life. So why does it make any sense to use a probability based on thousands of lives to determine whether you will run out of money?

Read More

LifeSpend Planner

Contact

timschiltz@lifespendplanner.com

Lifespendplanner.com