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Tips For Overcoming Barriers to Wealth-Building, According to Black Female Financial Advisors

Jun 07, 2022

As Black women continue to play a key role as wealth builders and financial decision-makers both within their own households and in their communities, the need for educational programs to directly benefit them continues to increase.

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6 Key Tips To Prepare For Your Successful Snowbirding Experience

Jun 04, 2022

If you or your clients intend to be a “snowbird” in retirement–moving between different residences depending on the time of year–it may be beneficial to get a start on planning well before retirement.

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“Annuities” Hits Brick Wall; “Guaranteed” Works: Michael Finke

May 16, 2022

Words matter: that’s the conclusion from WMCP® Program Director Michael Finke when it comes to ad

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How Psychology Affects Your Search for a Financial Advisor

May 14, 2022

There are many factors that go into a client’s decision to work with a financial advisor–but CFP® Certification Education Program Director

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Do I Need a Financial Advisor?

May 12, 2022

When should an individual seek the help of a financial advisor in managing their money?

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Michael Finke Explains the Bolt-On Annuity

May 06, 2022

Many people may think that building retirement income portfolios heavy in annuities is only for the wealthy–however, WMCP® Program Director

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