Posts Tagged Wade Pfau
By Wade D. Pfau, Ph.D., CFA, Professor of Retirement Income for the American College of Financial Services Alex Murgia, Ph.D., and I conducted this research in 2021 to help us understand when different retirement strategies best apply to different individuals. This is an ongoing debate in the profession. Today I saw an online discussion board […]
Read more →By Wade D. Pfau, Ph.D., CFA, Professor of Retirement Income for the American College of Financial Services Understanding how annuities work is the crucial first step towards subsequently then exploring the potential role they have in a financial plan. This article is based on material for my new book, “Safety First Retirement Planning,” available through […]
Read more →By Wade Pfau, Ph.D., CFA, author of academic retirement research with practical application, RetirementReseacher.com There are two schools of thought regarding retirement – probability based and safety first – that really approach retirement income from fundamentally different perspectives. We’ll focus here on the probability-based side, the idea of using an investment portfolio to manage retirement […]
Read more →Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is no longer eligible […]
Read more →Tags: ASPPA, CFP, CRC, David Armes, Sudipto Banerjee, Wade Pfau
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Leave a Comment (0) →By Wade Pfau, Ph.D., CFA, author of academic retirement research with practical application, RetirementReseacher.com A lot of advisors did their due diligence about reverse mortgages in the past. But the research and the public policy changes over the past few years indicate that reverse mortgages can be a valuable tool in a retirement income plan […]
Read more →By David Blanchett, CFA, CFP®, AIFA® – Head of Retirement Research, Morningstar Editor’s note: This presentation was delivered in live webinar format in 2016. David’s comments have been edited for clarity and length. You can view a YouTube brief of the original presentation here. You may also choose to take the full length course to […]
Read more →by Michael Finke, Ph.D., CFP®, Wade D. Pfau, Ph.D., CFA, David M. Blanchett, CFA, CFP® Editor’s Note: I have been concerned for several years about the effect of low interest rates on retirees and what will happen to their bond investments once interest rates are not artificially suppressed. I’ve also long held that the 4% rule is not […]
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