News & Research

About The College Tax Planning | Insights

Celebrating the First Tax Planning Certified Professionals^®

May 21, 2025

Retirement Planning | Insights

Employed Septuagenarians: Working With the Older Client

By Steve Parrish

May 15, 2025

Retirement Planning | On-Demand Webcasts

The 2025 IRA Revolution: Turning Tax Challenges into Maximum Client Value

May 14, 2025

About The College | Insights

Vice Admiral Zortman Named 2025 Recipient of Soldier-Citizen Award

May 14, 2025

Retirement Planning | Podcasts

Planning for Healthcare Costs in Retirement

By Lindsey Lewis

May 13, 2025

Retirement Planning | Research

Retirement Longevity Planning: An Expert’s Perspective

May 13, 2025

Retirement Planning | Insights

Fiona Greig and the $82 Trillion Opportunity

May 08, 2025

Retirement Planning | Press

Joining the Century Club

May 01, 2025

Ethics In Financial Services | Research

Voices from the Field: Ethics Challenges in Financial Advisory Practices

May 01, 2025

Retirement Planning | Insights

Perfecting Plan Design for Retirement Benefits

By Michael Finke

May 01, 2025

Retirement Planning | Insights

Navigating Retirement Income Planning in Volatile Markets

By Eric Ludwig

April 30, 2025

Retirement Planning | Insights

The Future of Retirement Income is Service, Not Strategy

April 28, 2025

Practice Management | Insights

How Clients Benefit From Designations

April 24, 2025

Wealth Management Retirement Planning | Insights

How to Apply the Psychology of Investor Behavior

By Eric Ludwig

April 23, 2025

Retirement Planning | Insights

Navigating Next Steps With Clients: Retirement Planning Checklist

By Steve Parrish

April 22, 2025

Retirement Planning Special Needs Planning | Insights

Long-Term Care Strategies in Retirement Planning

April 16, 2025