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Wade Pfau, PhD, CFA

Wade Pfau: The 4% Rule is No Longer Safe

The Long View Podcast by Morningstar
Apr 29, 2020

In our current period of record economic unrest and unprecedented stress on the market, many of the long-understood guidelines of financial planning have to be reconsidered, and one of these is the 4% rule of portfolio withdrawal during retirement.

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Low Interest Rates Challenge Retirement Investors

Apr 27, 2020

In the face of historically low interest rates and the COVID-19 pandemic, the normal rules of retirement planning no longer apply: specifically, that a 4% portfolio withdrawal every year is a sound financial strategy.

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Retirement Concerns are Booming Because of COVID-19

The Motley Fool
Apr 23, 2020

If you or your clients’ retirement portfolio is being hammered by the instability of the COVID-19 market, what can you do to ensure savings don’t get wiped out? The first step is recognizing you’re not alone.

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Financial Planners: Chase’s HELOC Pause Could Give Reverse Mortgages and Advantage

Reverse Mortgage Daily
Apr 23, 2020

With the state of the COVID-19 financial market, JPMorgan Chase recently announced it would stop taking applications for home equity lines of credit (HELOCs). This means people may have to look elsewhere for financial relief, including reverse mortgages.

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The 2020 IA25: Michael Finke

Apr 22, 2020

The ThinkAdvisor 2020 IA25 Awards, recognizing thought leaders, experts, and innovators in the financial services profession who are blazing trails during these uncertain times, is out now—and we’re pleased to announce The

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The CARES Act of March 2020 and its Impact on Retirement Plan Distributions

Apr 21, 2020

Prepared By:  

Arthur Prunier Jr, PhD, RICP®

Instructional Assistant – RICP® program, The American College of Financial Services

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2019 Philanthropy Report: Philanthropy Tank

Apr 21, 2020

A shark evolution in giving.

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Will “Staying Safe at Home” Boredom Cause You to Avoid Retirement?

Apr 19, 2020

Among its numerous effects on financial markets and people’s everyday lives, the COVID-19 pandemic is giving people across the country a taste of what retirement could be like as many are stuck at home with little of their recognizable routine.

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How Advisers Can Handle the Medical Expense of COVID-19

Apr 17, 2020

With the COVID-19 pandemic impacting the physical and financial health of so many Americans, one of the biggest problems those affected face can be crushing medical bills and expenses.

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What to Know About Taking Social Security in the Pandemic

The New York Times
Apr 17, 2020

Even though the last decade has seen retirement-age people waiting longer to start collecting their Social Security, the onset of the COVID-19 pandemic threatens to bring that trend to an end. But should older Americans be rushing to cash in on Social Security, even in this time of crisis?

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