College News Roundup: July - August, 2025

ThinkAdvisor | A Surprisingly Powerful Motivator to Plan for Retirement
July 18, 2025

In this article, Wealth Management Certified Professional® (WMCP®) Program Director Michael Finke, PhD, CFP® explores the theory that client optimism can have a strong impact on a range of financial behaviors and be a powerful motivator for proactive retirement planning.

Golden Isles CEO |  Many Americans are Counting on the Wrong Safety Net for Long-Term Care
July 23, 2025

This article about increasing longevity and the financial strain of long-term care cites recent research conducted by The College and the Nationwide Retirement Institute to illustrate how misunderstood and underused long-term care insurance is.

MSN | Asset Management vs. Wealth Management
July 24, 2025

In this article comparing wealth management and asset management, Michael Finke, PhD, CFP® explains the value of working with an advisor who has credentials that indicate knowledge beyond the foundational elements of planning.

NewsBreak | Social Security, Inheritance, and the Future of Retirement: What You Need to Know Now
July 24, 2025

This article summarizes the key retirement planning takeaways from a session at Horizons 2025, featuring insights from College thought leaders Eric Ludwig, PhD, CFP®, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, Jeff Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA, and Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®.

NBC Montana | Applying for Social Security: How and when to do it
July 28, 2025

Wade Pfau, PhD, CFA, RICP® offers advice in this article detailing all the options and steps to take when applying for social security.

ThinkAdvisor | Safe Money Matters with Brad Pistole
July 28, 2025

In this podcast episode, Brad Pistole, RICP®, TPCP®, CFF®, CAS®, IRMAACP™ talks tax management, continuing education, the evolution of the annuity sales process, and more.

Financial Planning | Keep retirees focused on the long view when markets falter
July 30, 2025

In this article, Eric Ludwig, PhD, CFP® examines the benefits of focusing on long-term planning rather than trying to predict the markets, especially when working with retirees amid uncertain markets.

The Adviser Magazine | American College, RISR team up on business succession clients
July 31, 2025

This article dives into The College’s recent partnership with RISR, including the value of specialized knowledge and how RISR will help advisors improve their services for business owners.

EUROPE SAYS | How Much Makes Someone Wealthy, and Why It Can Pay to Delay Social Security
August 2, 2025

In this podcast episode, Michael Finke, PhD, CFP® provides insights on whether or not individuals should consider claiming social security early.

Star Tribune | How to create a reliable paycheck after retirement
August 5, 2025

Michael Finke, PhD, CFP® provides his recommendation for those considering claiming social security early in this article about increasing your retirement income.

MSN | What Is a Retirement Advisor?
August 5, 2025

In this article about what defines a retirement advisor, Eric Ludwig, PhD, CFP® explains that having specialized education, like the knowledge found in the Retirement Income Certified Professional® (RICP®) Program, is key to being considered a retirement advisor.

Financial Advisor | Give Now, Advisors Say, Before New Law Restricts Charitable Deductions Next Year
August 8, 2025

In this article about the impacts on charitable giving caused by the One Big, Beautiful Bill Act, the American College Center for Philanthropy and Social Impact Managing Director Paul M. Caspersen, MS, CFP®, AEP® weighs in.

AInvest | Aging Populations and Financial Literacy Gaps: Implications for Retirement and Longevity-Linked Markets
August 10, 2025

This article about the financial literacy gap among older Americans cites findings from The College’s 2023 Retirement Income Literacy Study.

Kiplinger | Financial Planner vs Investment Manager: Who's the Better Value for You?
August 11, 2025

This article by Chief Marketing and Strategy Officer Jared Trexler explores key findings from the Advising Through Uncertainty Study, which indicate that financial planners are better equipped to navigate market uncertainty for their clients than investment managers.

Bankrate | What to do if you lose your 401(k) employer match
August 11, 2025

In this article about the steps to take in the event of a lost 401(k) match, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® shares advice based on various potential financial situations.

MSN | Oh No -- You Might Live to 100! That Could Be Great, but How Will You Not Run Out of Money?
August 17, 2025

The College and the Nationwide Retirement Institute’s recent research on retirement longevity is mentioned in this article about the potential impacts of increasing life expectancy.

MSN | Baby Boomers vs Gen X: How They Approach Retirement Differently
August 19, 2025

In this article about the different retirement planning approaches of Generation X and Baby Boomers, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® examines how Generation X is more willing to do their own research.

Barron's | ‘Good’ Mistakes: What Financial Advisors Learned From Their Missteps
August 20, 2025

In this article about the lessons learned from financial advisors’ mistakes, Eric Ludwig, PhD, CFP® speaks on the importance of finding a process you trust and working with clients who trust it, too.