College News Roundup: Week of March 4, 2024

Financial Advisor | When Retirees Give Away Too Much Money
February 27, 2024

Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® discusses the reasons some retirees may give away too much of their nest eggs and how advisors can balance clients’ desire to be charitable with sound planning for the future.

Barron’s | Annuity Sales Are Soaring Because of Higher Payouts. What You Need to Know
March 3, 2024

The College’s experts discuss the benefits and opportunities surrounding annuity products in retirement planning, as well as whether advisors should consider them as part of their strategies.

Rethinking65 | Ex-Marine’s New Mission: U.S. Retirement Readiness
March 5, 2024

College Chartered Financial Consultant® (ChFC®) and CFP® Certification Education Program Director Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® discusses his journey from military service into financial planning, as well as how he’s using his career to support financial security efforts for veterans and all Americans.

Yahoo Finance | Is This a Good Time to Invest in Bitcoin?
March 8, 2024

Wealth Management Certified Professional® (WMCP®) Program Director Michael Finke, PhD, CFP® shares his thoughts on recent surges in crypto-asset prices, specifically Bitcoin, and why some advisors and companies may be hesitant about becoming involved with these assets.