Variable spending strategies can be situated on a continuum between two extremes:
spending a constant amount from the portfolio each year without regard for the remaining …

This paper introduces AIPlanner, a financial planner based upon deep reinforcement
learning. AIPlanner provides an investment and consumption strategy intended to optimize …

We need a stronger connection between the community of financial planners and those
doing research to support financial planning practice, particularly those in the academic …

Investors have multiple goals throughout their lifetime, each requiring complex
interconnected decisions about saving, consumption, and asset allocation. Economists have …

Dynamic retirement glidepaths evolve over time based on some measure such as the
retiree's funded status or current market valuations. Conversely, static glidepaths are fixed at …