Resources
Aging & retirement
Learn more about the topic affecting retirees.
special netflix series
How to Live to 100, Wherever You Are in the World
Dan Buettner’s Secrets of the Blue Zones docuseries and the 12 habits that may add years to your life.
Retirement related resources
Administration on Aging
Center for Retirement Research at Boston College
Boettner Center for Pensions and Retirement Security
National Retirement Planning Coalition
University of Michigan Retirement Research Center
National Bureau of Economic Research
National Institute on Aging
AARP Research
Journal of Financial Planning
Social Security Retirement Research Consortium
Social Security Administration
The Individual Finance and Individual Centre
National Council on Aging
Commission on Accreditation of Rehabilitation Facilities
Home Equity Conversion Mortgages
Process to mitigate longevity and conditions within longevity
MRT Framework
retirement goals
Modern retirement theory evaluates unknowable risks through a priority of goals.
Each goal builds upon the other to plan for an unknowable longevity and conditions within longevity.
Decision framework
MRT decision framework uses four prioritized funds to solve against individually unknowable retirement risks.
Start with essential expenses by matching 3-S Income. Then, evaluate and plan with the 3-R Contingency Risk matrix.
4 Funds
The base fund matches retirement’s essential expenses with stable, secure, and sustainable income.
The contingency fund serves to mitigate the unknown through insurance and hedging strategies.
The discretionary fund consists of delayable, non-essential expenses.
The legacy fund is the remaining resources.
Clients
Branning Wealth Management
