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Investing Specialists

A Common-Sense Approach to Retirement Planning

Harold Evensky discusses his thoughts on retirement planning in Part II of our conversation with the financial-planning guru.

Today's retirees and preretirees face multiple challenges, including still-shrunken principal values following the 2008-09 bear market and rock-bottom interest rates.

To get an expert perspective on these important topics, I recently sat down with Harold Evensky, president of Evensky & Katz Wealth Management. Morningstar managing director Don Phillips once called Evensky "the Dean of Financial Planning," and for good reason: Evensky marries the wisdom of a topnotch practitioner with a focus on cutting-edge research.

Part I of our conversation, focusing on asset allocation, appeared on Morningstar.com last week. (Do yourself a favor and read the many insightful comments below the interview.) Part II, about planning for retirement, follows.