Alert:
Please be aware that we will be performing maintenance on the FSCP and CE exam system on April 4th from 8 AM to 5 PM. During those hours you will not be able to take FSCP exams or proctored CE128 exams. No other programs will be affected.
What effect do surging interest rates and volatile markets have on annuities? Our retirement experts Michael Finke and Steve Parrish weigh in for this InvestmentNews piece.
How will the SECURE 2.0 Act's changes affect financial issues for those with special needs and their caregivers? Joellen Meckley, Executive Director of the American College Center for Special Needs, gives her take in this article from Forbes.
What is a reverse mortgage, and how can it be used to benefit your retiree clients? Professor of Practice and retirement expert Wade Pfau explains in this article from Retirement Researcher.
What should you do with your deferred annuity once you retire? Our retirement planning expert Steve Parrish examines the options of hold, surrender, or give away in this column from Forbes.
While Professor of Practice Wade Pfau may be leaving full-time academic work, his pursuits in the field of financial services are far from over. Learn more about his ongoing research in this article from ThinkAdvisor.