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Retirement Survey Finds Americans’ Behaviors and Goals Differ Vastly From Expert Advice

Sep 19, 2022

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.

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Tired of Pricey Life Insurance Premiums? Four Ways to Manage a Policy When You Retire

Sep 19, 2022

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.

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A Conversation with Dien Yuen, JD/LLM, CAP®, AEP®

Sep 06, 2022

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.

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7 Money Moves Retirees Almost Never Regret

Sep 06, 2022

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.

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A Decade of Research in the Journal of Financial Planning (2011–2021)

Sep 02, 2022

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:

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Planning for Your Retirement, and for a Child’s Special Needs, All at Once

Aug 27, 2022

When families working with retirement or estate planning have children with special needs, the complicated financial calculus becomes even more difficult.

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