“Retirement income planning is an actuarial problem of risk management and asset/liability matching.”
Neuwirth Associates Consulting is dedicated to the proposition that the actuarial perspective is critical for addressing the most significant problems that individuals face navigating through the current economic environment and grappling with the risks and challenges associated with utilizing their assets to live on for the rest of their lives. Led by founders Peter Neuwirth, FSA, FCA, and Barry Sacks, PhD, JD, the team provides support to CFPs, CPAs, family lawyers, loan officers, and investment advisors. Explore this website to learn how Neuwirth Associates Consulting can help your clients.
This month on Peter Neuwirth’s Retirement Income Strategies show: Meet Michael Edesess, an accomplished mathematician and economist and author of “The Big Investment Lie” and “The 3 Simple Rules of Investing.”
Their topic: Understanding Crypto
Find more episodes of Pete’s video series: PeterNeuwirth.tv
Watch his show on SilverDivorce.tv
On this month’s Silver Divorce podcast: Renowned forensic accountant James Schaefer offers tips from his educational videos including The Hoodwink Series: The Annualization Gambit, Moore/Marsden, A Mediator’s Perspective on Efficient Settlement. Listen here: SilverDivorceRadio.com
About Neuwirth Associates Consulting
Founded by Peter Neuwirth, FSA, FCA, and Barry Sacks, PhD, JD, Neuwirth Associates Consulting is dedicated to the proposition that the actuarial perspective is critical for addressing many of the most significant problems that individuals face as they navigate through the current economic environment and grapple with the risks and challenges associated with utilizing their assets to live on for the rest of their lives.
Neuwirth Associates Consulting provides analysis and technical support to CFPs, CPAs, family lawyers, loan officers, investment advisors, and Retirement Plan sponsors in the areas of retirement planning, asset division in divorce, and Life Insurance/Annuity product analysis. Our focus is on developing specific strategies and risk mitigation techniques that will enable our clients to solve their clients’ problems in a cost- and tax-efficient manner.
For more than 40 years, Pete and Barry have each provided cutting-edge actuarial and tax consulting to some of the largest organizations in the world. Since 2017, they have collaborated on groundbreaking research focusing on using different asset classes (e.g., reverse mortgages) to manage risks during the “decumulation” phase of life.
Beginning in 2023, Neuwirth Associates also began to provide insight, advice, analysis, and education to family lawyers and CFPs regarding complex asset division problems among older high-net-worth couples getting divorced (aka: Silver Divorce).
We believe that retirement income planning is an actuarial problem of risk management and Asset/Liability matching, even though many advisors focus on their clients’ assets and investment strategies. In complicated divorce situations where one or both spouses are nearing retirement age, the actuarial considerations can become even more acute while very few of the professionals involved have the background and expertise to address the complex actuarial and tax issues that arise in such situations.
In addition to Barry and Pete, Neuwirth Associates Consulting has a network of partners who are experts in related fields with whom we collaborate to provide comprehensive and cost-efficient solutions for individuals and couples facing financial planning challenges that most advisors are not fully capable of solving.