View Your Retirement Outlook

February 11, 2016

Wise Reverse Mortgages Can Be a Saving Grace for Retirees

February 9, 2016

Should You Downsize in Retirement?

February 4, 2016

Aging in Place

February 2, 2016

Should I Stay or Should I Go? Housing Decisions in Retirement

January 28, 2016

Coverage Options for Long-Term Care Insurance Policies, Pt. 2

Wade Pfau, Ph.D., CFA

retirement researcher

 Professor of Retirement Income

Director of Retirement Research

Featured Retirement Insights


This compilation of my most widely read blog posts covers a variety of topics. It includes posts which introduced some of my most popular research articles, such as safe savings rate, getting on track for retirement, and the efficient frontier for retirement income. Other topics include compounding wealth growth, retiring from a position of strength, bond ladders, and Social Security claiming decisions.

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This set of posts covers highlights about retirement spending from an investment portfolio. It’s the domain of the “4% rule” and the first post discusses the origins for that retirement income strategy. Other topics include issues about why 4% is too simplistic, how advisors can add value for their clients, the impact of low interest rates on retirement spending, and other related topics.

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Building a retirement income strategy requires careful risk management. This collection investigates key retirement risks related to market volatility (with a list of the biggest stock and bond market drops around the world), the lifetime impact of sequence of returns risk , arguments about whether stocks are less risky or more risky in the long run, and the dangers of investing for income.

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