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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02
Dec

The Yin and Yang of retirement income philosophies

A new paper released by Challenger in Australia, The Yin and Yang of retirement income philosophies, was written by Dr. Wade Pfau and Jeremy Cooper. Modern Retirement Theory principles are summarized nicely in this piece. Challenger – The Yin and Yang Source: http://www.republicast.com/publications/6a490775ca994e50a54ca9ac68b550c3/#p=1&c=0&v=1

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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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