Posts Tagged Pensionize Your Nest Egg

Alexandra Macqueen, CFP® – Personal Finance Author & Expert

Alexandra Macqueen, CFP® – Personal Finance Author & Expert

Alexandra Macqueen, CFP® – Personal Finance Author & Expert

Alexandra Macqueen, CFP®, Author, is from Toronto, Ontario, Canada, and teaches personal finance at York University, one of the most prestigious universities in Canada.

Passion/Expertise
Alexandra provides comprehensive and authoritative financial writing and editing for academic and industry publications, and is known for her expert-level knowledge of:

  • Annuities, annuitization, and longevity-guaranteed income streams;
  • “Pensionizing” portfolios for retirement income;
  • What’s happening with current and developing retirement income products;
  • Risks in retirement (longevity, survival probabilities, sequence of returns, inflation);
  • Tradeoffs between financial legacy and bequest motivations.

Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen   - YouTube clip View brief YouTube clips from recent Retirement Resource Center webinars including Alexandra Macqueen’s
“Pensionizing” Your (Client’s) Nest Eggs: What, How and Why?.


Position/Experience
Alexandra holds the CFP designation and has worked in multiple facets of the wealth management industry in Canada, including as a registered advisor and more recently in marketing and strategic planning.


Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen   - Retirement InSight and Trends article
Read a summary transcript of Alexandra Macqueen’s presentation “Pensionizing” Your (Client’s) Nest Eggs: What, How and Why? in the December, 2015 issue of “Retirement Insight and Trends”.


Publications:
Alexandra Macqueen, CFP® is the co-author, with Dr. Moshe Milevsky, of the first edition of Pensionize Your Nest Egg (for the Canadian market) in 2010, and the second, updated edition of the same book, Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life which covers the U.S., U.K., Canadian, Australian and New Zealand markets.



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Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions

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