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 Peace Wellness Check-Up, Checklist, March 2024

Q1 Market Update Call Replay, February 2024

Q1 Market Update Call Slides, February 2024

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

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