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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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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09
Oct

MPT or MRT? Contrasting retirement income models

Originally post: http://www.lifehealthpro.com/2015/03/09/mpt-or-mrt-contrasting-retirement-income-models BY ED MCCARTHY, CFP, RICP The “safety-first” approach continues to draw attention as a retirement-income planning model and as an alternative to modern portfolio theory (MPT). Modern retirement theory (MRT) is an example of safety-first strategy. The concept was first described in a December 2010 Journal of Financial Planning article by Jason K. Branning, CFP […]

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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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