​​Journal of Personal Finance News





Media Release - February 25, 2016

The first issue for 2016 of the Journal of Personal Finance is now available from the International Association of Registered Financial Consultants (IARFC). This practitioner oriented distinctive publication promotes research to examine the impact of financial issues on households as well as research on the practice and profession of financial planning.


Media Release - September 25, 2015

Journal of Personal Finance Released - Initiated in 2002, the Journal has grown in scope, acceptance and recognition among practitioners and academicians. Additionally, the Journal welcomes articles from practicing financial professionals and consultants about financial products and services, client relationships, retirement planning, long term care, practice management, and firm operational efficiencies.


Media Release - September 24, 2014

The International Association of Registered Financial Consultants (IARFC), in conjunction with co-editors Wade Pfau and Joseph Tomlinson, has released a new issue of the Journal of Personal Finance. The Journal is distinctive in that it is practitioner oriented and a refereed academic journal that promotes research to examine the impact of financial issues on households as well as research on the practice and profession of financial planning. read more...


"The new issue of the Journal includes six articles speaking to various important topics in the field of financial planning. The lead article by Gordon Irlam on connecting retirement asset allocation to age and funded status has already drawn the interest from one Nobel laureate interested in retirement income, and it is just one of the many articles that could positively impact our profession." - co-editor, Wade Pfau

"We've attempted to cover a variety of financial planning topics in this issue including some shorter articles. They range from traditional survey research studies to articles in newer groundbreaking areas such as optimization techniques for financial planning and neuroscience applications."  - co-editor, Joseph Tomlinson





Blog Post - October 5

Fall Issue of Journal of Personal Finance Available

The Fall 2016 Issue of the Journal of Personal Finance is available. Members can access the full online version by logging into their membership account or by joining the IARFC (a great member benefit).  Hard and PDF copies are available to members and non members alike at the IARFC store.


Blog Post - September 23, 2015

The IARFC has just released the fourth issue of the Journal of Personal Finance by Co-Editors Wade Pfau and Joe Tomlinson.

Blog Post - March 31, 2015
Maximizing the Combined After-Tax Value of IRAs and Roth IRAs

The Spring 2015 issue of the Journal of Personal Finance has been released. I am the co-editor with Joseph Tomlinson for this research journal sponsored by the IARFC. The issue has five articles, and the issue’s theme evolved rather organically into retirement taxation topics. The cover article by Professors Tom Potts and William Reichenstein is called, “Which Assets to Leave to Heirs and Related Issues.” This post about about the cover article. If you are not a subscriber to the journal, you can still most of this article up to the conclusion section by selecting the “Preview Current Issue” option. - co-editor, Wade Phau

Blog Post - October 9, 2014

Retirement Income Research in the new issue of the Journal of Personal Finance

The Fall 2014 issue of the Journal of Personal Finance is available. It's the first issue in which Joseph Tomlinson and I have served as co-editors. A more complete announcement about the Journal and its articles is included below, but first I'd like to highlight the two articles in the issue that are of more direct relevance to retirement income research. - co-editor, Wade Pfau


Blog Post - September 24, 2014

This Fall brings a new issue of the Journal of Personal Finance. It is the first Journal produced by our new co-editors Wade D. Pfau, Ph.D., CFA, RFC® and Joseph A. Tomlinson, FSA, CFP™, RFC®.


Media Release

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