College News Roundup: December 2025

PlanAdviser | Do Retirement Portfolios Need “Protected” Income?
November 17, 2025

Michael Finke, PhD, CFP®, discusses a recent research paper that argues retirees can fund a better lifestyle by strengthening guaranteed income through annuities and delaying claiming Social Security instead of relying solely on stocks and bonds.

Financial Advisor | Philanthropy Gets A Year-End Boost From One Big Beautiful Bill Changes
December 1, 2025

Paul Caspersen, MS, CFP®, AEP®, explains the changes the One Big, Beautiful Bill Act (OBBBA) is bringing to tax and philanthropic planning and how advisors can approach them with clients in 2026.

Kiplinger | The “Common Man” Rule of Retirement Spending
December 2, 2025

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, discusses the “Common Man” rule: an alternative model of spending in retirement for more sedentary clients.

ThinkAdvisor | Meet the 2025 Luminaries Winners
December 5, 2025

The College joins the winners’ circle once again at the 2025 ThinkAdvisor Luminaries Awards: this time, as an Industry Disruptor for its efforts to revolutionize retirement planning through the Horizons event.

GoBankingRates | 8 Safest Ways To Invest Your Money If You Over-Saved for Retirement
December 8, 2025

Michael Finke, PhD, CFP®, looks at ways you can help clients leverage their unused money in retirement planning, including MYGAs, tax-sheltered accounts, CD ladders, and more.

Kiplinger | Past Performance Is Not Indicative of Your Financial Adviser's Expertise
December 15, 2025

Jared Trexler talks about the differences between financial advisors, how consumers can tell them apart, and the importance of specialists in serving clients.