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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16
Feb

The Retirement Income Showdown between Safety First and Probability Planning

In Dr. Wade Pfau’s February 2017 article in the Journal of Financial Planning titled “Retirement Income Showdown: Risk Pooling vs. Risk Premium,” he references Modern Retirement Theory as the example of the safety-first philosophy of retirement income planning.  This research concluded that the safety-first approach to retirement income planning supports spending goals and preserves assets for contingencies […]

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05
May

MRT appears in Forbes article: “39 Modern Retirement Income Planning Techniques”

Read Now: 39 Modern Retirement Income Planning Techniques  Source: http://www.forbes.com/sites/wadepfau/2016/04/28/modern-retirement-income-planning-techniques/#693903c451e3

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28
Apr

MRT appears in Forbes article: “What Is A Safety-First Retirement Plan?”

Read Now: What Is A Safety-First Retirement Plan?   Source: http://www.forbes.com/sites/wadepfau/2016/04/26/what-is-a-safety-first-retirement-plan/#1af59a256d09

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