As Social Security benefits have become more and more important in retirement planning, some consumers say they plan for it to be among the sole methods of funding their retirement–but experts say this isn’t sustainable.
Maintaining a life insurance policy with high premiums can be difficult for many of your clients–but there are ways to offset the costs without losing protection.
The College’s Center for Philanthropy and Social Impact is working to engage and support advisors of color to strengthen the instruments of wealth transfer available today.
When approaching retirement, you or your clients should consider some strategies to ensure your money lasts as long as you do–including when the best time to claim your Social Security benefits might be.
The College continues to be a major source of thought leadership in the financial services industry, as demonstrated by a recent retrospective from the Journal of Financial Planning on the past 10 years of research. Consider these overall takeaways:
When families working with retirement or estate planning have children with special needs, the complicated financial calculus becomes even more difficult.
