Riskalyze Blog

Helping Advisors Empower Fearless Investing.


Developing a Succession Plan

Developing a succession plan and exit strategy is the first step of a retirement plan and it can also be the hardest to execute. Many advisors wait until it’s too late and end up selling their business for a lower cost, passing it on and taking a financial hit…


Tips for Advising Retirees: A Q&A with Bull Moose Retirement

Americans are confused about retirement. If you thought challenges were limited to young investors not knowing where to start, guess again, because retirees in the thick of it are struggling too. Three out of four respondents in a New York Life study with at least $100,000 in assets had…


Introducing Retirement Maps

One of the things we’re good at as a company is distilling an idea into its most basic form, and turning that idea into a product that has a revolutionary impact. We did it when we invented the Risk Number, and gave advisors a way to pinpoint how much…