Comprehensive Retirement Planning Process

Modern Retirement TheoryTM  is a comprehensive retirement planning process created to offer customized solutions for each individual retiree.  The goal of this proprietary process is a retirement plan that is secure, stable, and sustainable for the retiree’s lifetime.

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Prioritized Goal Segmentation

Retirement is an absolute goal, not a relative one. Leveraging prioritized goal segmentation during retirement funding can offset retirement risk.

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S-3 Model

Modern Retirement Theory's S-3 Model for retirement funding was created to simultaneously provide investors with security, stability and sustainability.

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22
Apr

2 Schools of Thought on Retirement Income

2 Schools of Thought on Retirement Income  Source: http://www.onefpa.org/journal/Pages/APR14-2-Schools-of-Thought-on-Retirement-Income.aspx Originally Posted April 2014   by Wade D. Pfau, Ph.D., CFA Wade D. Pfau, Ph.D., CFA, is a professor of retirement income at The American College and the 2011 recipient of the Journal’s Montgomery-Warschauer Award. He hosts the Retirement Researcher blog at wpfau.blogspot.com. (wade.pfau@theamericancollege.edu)   Dueling paradigms and contrary views […]

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15
Apr

How much do you need to retire happy?

How much do you need to retire happy? By Offain Gunasekara • Bankrate.com Originally posted: Posted: Sept. 5, 2012 at http://www.bankrate.com/finance/retirement/need-retire-happy.aspx What is your number? That question is often directed at people dreaming about how much savings they will need to achieve retirement bliss. But M. Ray Grubbs, professor of management at Millsaps College in Jackson, Miss., says […]

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13
May

MRT 101: 2 Unknowables

MRT is not exclusively an income solution; it is a comprehensive retirement planning framework and process. Therefore, retirement income is a derivative of the MRT planning framework. Presuppositions propel and shape outcomes. The MRT paradigm was developed to address the beginning point of most retirement plan models that are sanitized, unrealistic and unhelpful. MRT believes […]

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