Paula Friedman
@McLean401k
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McLean believes that retirement begins with a plan. Posts are about #401ks, #investing, #retirement planning, employee #benefits and #financial news.
Tysons, VA
Joined July 2014
What role does technology play in your RIA firm? That's one thing that Alex Murguia and Paula Friedman, Managing Principals of McLean Asset Management, have realized set their firm apart and ahead of the rest. Read more about how MAMC is using this tech sa
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It's important to know the difference between Retirement Income Planning vs. Traditional Wealth Management. Today on Forbes, Wade talks more about risks during retirement. #safetyfirstretirements :
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Happy Thanksgiving! We don't want to interrupt your holiday festivities, but Wade just posted part 2 of The Retirement Researcher Manifesto on Forbes. Don't miss this: https://t.co/2r1D6NENha
#safetyfirstretirements
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After years of research, Wade has compiled 8 guidelines that outline his approach to retirement income planning. This week on Forbes, read The Retirement Researcher Manifesto: https://t.co/GaVN8TDdUa
#safetyfirstretirements
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What is Longevity-Risk and what does it mean for you? Today on Forbes Wade continues an overview of retirement income strategies:
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Probability-based or Safety-first? Let's talk about risk vs. reward of a diversified and aggressive investment portfolio! This week with Wade on Forbes:
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In case you missed it, Wade Pfau posted a new article on https://t.co/oWEeZwnkfj yesterday where he discussed some of the strategies you should be thinking about when building your retirement income plan. Read more here:
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Enrollment closes this Thursday for our workshop series, Preparing for Your Best Retirement! https://t.co/hcUN0bc0yk
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McLean Asset Management is thrilled to announce that Jason Rizkallah has joined our team as a Lead Advisor! Read more about Jason here:
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Wade was featured in Reverse Mortgage Daily. See how our current inverted yield curve might effect your reverse mortgage:
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Join our exciting Retirement Income Style research group! Going on now through August 12th.
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Join our exciting Retirement Income Style research group! Going on now through August 12th.
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Join our exciting Retirement Income Style research group! Going on now through August 12th.
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Wade was featured in Yahoo! Finance, demonstrating why annuities are the best method of building a reliable stream of monthly income in retirement. Read the full article here:
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Where should you start when trying to find a mortgage lender? Google may be the first answer for most of us. This week on Forbes, Wade reviews some key things to consider and ask when looking for the right lender for you:
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As we continue to explore some of the possible risks that may come along with Reverse Mortgages, my article on Forbes this week goes over a few of the common themes in those complaints:
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We know that FINRA's report entitled, “Reverse Mortgages: Avoiding a Reversal of Fortune” has evolved with recent research on the HECM program and it's effectiveness. This week on Forbes, let's look at FINRA's current stance on Reverse Mortgages:
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There is often a lot of discussion about the risks of Reverse Mortgages. This week in Forbes, Wade would like to break down those potential risks to make it easier for you to analyze for yourself:
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We have given you several uses and benefits of reverse mortgages. This week on Forbes, Wade will discuss using a reverse mortgage as an insurance policy against a variety of retirement risks:
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Nasdaq just posted an article that discusses the popularly successful Target Date Fund. Dr Wade Pfau, Director of Retirement Research at McLean Asset Management, is mentioned for his research in comparing glide paths in retirement. Read more here:
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