View Your Retirement Outlook

May 26, 2016

Are You Paying Too Much For Your Retirement Plan Advisor?

May 24, 2016

The Importance of Retirement Plan Advisors

May 20, 2016

Understanding How Financial Advisors Are Compensated

May 17, 2016

Does Your Mindset Affect How You Make Retirement Income Decisions?

May 12, 2016

Common Investor Behaviors That Hurt Investments

Wade Pfau, Ph.D., CFA

retirement researcher

 Professor of Retirement Income

Director of Retirement Research

Featured Retirement Insights

best-home

Believe it or not, your Social Security claiming strategy matters. In this resource, Dr. Wade Pfau considers how recent changes to Social Security claiming strategies could affect you, varying philosophies of claiming strategies, arguments for claiming early and late, potential directions Social Security could go, and the likelihood of Social Security being there for future generations.

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spending-home

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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