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Ride the Annuity Bull Market (While You Can)

Jul 01, 2022

In the first quarter of 2022, annuity sales soared even as the stock market continued to fluctuate. What does this mean for you or your clients who may want more security in uncertain times?

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Crypto in My 401(k)? In One Way It Makes Sense, But on the Other Hand…

Jun 30, 2022

Should you or your clients include discussions about cryptocurrencies in retirement planning? Steve Parrish, Co-Director of The College’s Center for Retirement Income, says there’s no easy answer.

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COVID-19 Reminded Business Owners About Exit Planning: Steve Parrish

Jun 28, 2022

When working with business owners, financial advisors would do well to remember an exit strategy is just as important as a strong foundation.

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Work-Life Balance and Burnout in the Financial Planning Profession

Jun 10, 2022

It’s become common knowledge that the modern financial services industry struggles with high turnover rates and a low number of new advisors staying on to build their own practices.

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Live Long and Prosper: Use Life-Expectancy Calculators for a Better Retirement Plan

Jun 09, 2022

Longer life is a great thing–but it can create unexpected financial burdens for those in retirement.

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Financial Literacy Program to Teach Everything from Budgeting to Risk Management

Jun 09, 2022

Based on a public-facing financial education program piloted at Historically Black Colleges and Universities (HBCUs) across the country, The College and its corporate partners at OneAmerica have pledged to bring that education to more consumers–starting in Central Indiana communities.

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