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Understanding Annuity Taxes

Oct 20, 2022

Annuities as retirement income tools are not used widely among most Americans–but experts say more people should consider them as tax-advantaged savings vehicles for later in life.

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To Plan Your Retirement, Look Beyond the Online Income Calculators

Oct 19, 2022

With robo-advisors and similar technologies becoming more widely used, many consumers are comfortable using do-it-yourself retirement planning calculators. However, RICP® Program instructor Steve Parrish says retirement planning goes beyond crunching numbers.

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Why Social Security’s Inflation Protection Is Priceless

Oct 14, 2022

In a volatile financial market, protected sources of retirement income like Social Security have become indispensable tools for retirees.

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5 Key Questions to Ask When Deciding Whether to Rent or Own in Retirement

Oct 11, 2022

Many people at or near retirement face a dilemma: where and how will they live? While owning a home and renting can each be attractive for different reasons, RICP® Program instructor Steve Parrish says you should ask yourself some basic questions to determine the answer.

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About That 5-Year Gender Longevity Gap…

Sep 30, 2022

When considering how much money clients may need in retirement, conventional life expectancy differences between men and women may no longer apply–that’s according to new research from WMCP® Program faculty members Michael Finke and David Blanchett.

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Reset Your Retirement Calculator Now for Today’s Bleaker Stock Markets and Make Sure You’re Still on Track

Sep 27, 2022

While most financial advisors tell clients not to follow stock markets too closely, certain key factors may be necessary for people to tell how able they are to afford retirement.

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Featured Events

WEBCAST: Pride – Financial Planning Considerations for Your LGBTQIA+ Clients

Virtual — Join from any location!
Jun 07, 2023 - Jun 07, 2023
Event Details & Registration

Advanced Special Needs Planning Symposium

The American College of Financial Services, 630 Allendale Rd., King of Prussia, PA
Jun 15, 2023 - Jun 16, 2023
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2023 Conference of African American Financial Professionals

Chicago, IL
Aug 07, 2023 - Aug 09, 2023
Event Details & Registration
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