Resource Materials and White Papers
Resource Materials
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Financial Survival Wellness Check-Up, Checklist, November 2023
Q4 Market Update Call Replay, October 2023
Q4 Market Update Call Slides, October 2023
4 Critical Social Security Facts Retirees Must Know, White Paper, October, 2023
Common Tax Errors to Avoid, White Paper, October, 2023
8 Timeless Principles of Investing, White Paper, October, 2023
59 1/2 Why Is This Age So Important? White Paper, October, 2023
The Retirement Income Challenge Whitepaper, Michael Finke, Ph.D., CFP® and Wade D. Pfau, Ph.D., CFA, White Paper, August, 2016
Investing Your Lump Sum at Retirement, by David F. Babbel (professor at The Wharton School, University of Pennsylvania) and Craig B. Merrill (professor at The Marriott School of Management, Brigham Young University) both are Fellows of the Wharton Financial Institutions Center. August 14, 2007
Low Bond Yield and Safe Portfolio Withdrawal Rates, by David Blanchett, CFA, CFP, MorningStar Investment Management, Michael Finke, Phd, CFP, Professor of the Department of Financial Planning at Texas Tech University and Wade D. Pfau, CFA and Professor of Retirement Income at the American College. January 21, 2013
The Crisis in Retirement Planning, by Robert C. Merton, Harvard Business Review. June 30, 2014
Optimizing Retirement Income by Combining Actuarial Science and Investments, Dr. Wade D. Pfau, Ph.D., CFA, White Paper, May 5, 2015
Managing long-term care spending risks in retirement, Wade D. Pfau, Ph.D., CFA and Michael Finke, Ph.D., CFP®, White Paper, December, 2016