Insights
Five Questions with Eric Ludwig, CFP®
Hear from The College's new director for the Retirement Income Certified Professional® (RICP®) Program and co-director of the American College Center for Retirement Income.
May 26, 2023
Insights
WMCP® vs CFP® Certification
The Wealth Management Certified Professional® (WMCP®) is a designation that proves your ability to manage money and provide sound financial advice. The qualification was developed by The American…
November 09, 2021
Insights
Planning for a Longer (and More Expensive) Retirement
The Retirement Income Literacy Study from The American College of Financial Services shows older Americans underestimate longevity. This can lead to undersaving, claiming Social Security at a younger…
By
Michael Finke
May 20, 2024
Insights
Fundamentals of Tax Planning in Wealth Management
Jeff Levine, CPA/PFS, CFP®, director of advisor education at Kitces.com joins Michael Finke, PhD, CFP® for a discussion on best practices for obtaining tax information from clients during the wealth…
March 17, 2020