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529 Plans Suffered in Q1 but Continue to Evolve

May 29, 2020

The COVID-19 pandemic is impacting all sectors of the economy, and education funding is among them. While those with 529 college savings plans have been able to ride out the financial uncertainty for the moment, there may be more long-term issues to consider if these plans can be preserved.

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News

Finke, Blanchett on 4% Rule: Retirement Success is Flexibility, Not Fixation

May 29, 2020

As the COVID-19 pandemic continues to play havoc with the economy, retirement for many people is getting to be a dicey proposition.

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Blogs
Tax deductions

An Overlooked Deduction for Families Caring for Those with Special Needs

May 28, 2020

Are Capital Improvements Medical Expenses?

 

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News

The Insecurity of Social Security in Retirement Planning, Part Two

May 26, 2020

In the first part of his new series examining Social Security, Steve Parrish, co-director of the New York Life Center for Retirement Income, said there was evidence Social

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News

Making a Difference in the Lives of Veterans Through Education

May 19, 2020

Since its establishment in 2012, The American College of Financial Services Penn Mutual Center for Veterans Affairs has handed out over 500 scholarships to deserving veterans and their family members, helping these pillars of our communities

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News

The Insecurity of Social Security in Retirement Planning, Part 1

May 18, 2020

In a recently-released report, the trustees of America’s Social Security program say the fund may be running out of time on full-scale distributions. This is bad news for retirees or those soon to be retired banking on Social Security benefits to support their lifestyle.

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