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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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Forget What You Know about Stock Returns

Aug 22, 2022

Many financial professionals preach the gospel of investing in stocks over bonds; however, WMCP® Program Director Michael Finke says rosy projections based on past history shouldn’t be taken for granted when crafting a realistic goal-based financial plan.

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Taking Social Security? Retirees May Get a Big COLA Bump Up in 2023

Aug 17, 2022

High inflation may actually benefit those receiving Social Security in 2023 as cost-of-living adjustments raise payout amounts.

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EY and KPMG Cheating Scandals Expose Ethical Challenges for Audit Industry

Aug 15, 2022

Following recent cheating scandals at a pair of leading financial industry companies, preserving ethical practices in business is once again leading the conversation.

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Consumers Still Don’t Feel Great About the Economy, Despite Lower Gas Prices

Aug 12, 2022

Despite encouraging signs of economic progress, many consumers still view the state of the country’s economy negatively. WMCP® Program Director Michael Finke says it’s difficult to tell what the cause and effect might be.

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