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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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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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