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Tax-Smart Charitable Giving Before You Retire

Forbes

Oct 13, 2021

The years before retirement, when an individual’s income is usually at its highest point, is an ideal time to set up charitable giving vehicles for later in life.

Women’s Guide to Making Financial Moves After College

MoneyGeek

Oct 11, 2021

Women face many unique financial challenges both in personal finances and the financial services industry, and tackling the issues meaningful to them takes specialized guidance.

Voices: An Advisor’s Guide to Crypto Taxation

Financial Planning

Oct 06, 2021

As a new and emerging asset class, cryptocurrency still raises a lot of question marks for clients and red flags with financial advisors because of its unregulated and unprecedented nature.

How To Plan Your Retirement When Tax Law Is In Flux

Forbes

Oct 04, 2021

With the current volatile political environment making many advisors and clients wary of changes in tax law, how can professionals and those they work with guard against being taken by surprise?

Vanguard to Merge Target Date Retirement Fund Share Classes for $190 Million in Cost Savings

The Philadelphia Inquirer

Oct 04, 2021

Financial services giant Vanguard recently made waves in the industry by announcing a consolidation of their Target Date Retirement Fund assets worth a total of almost $660 billion.

Democrats’ Tax Plan Upends Estate Planning Using Trusts with Life Insurance

Financial Planning

Oct 04, 2021

In modern financial planning, many advisors working with high-net-worth clients utilize life insurance and trusts to conserve wealth and pass it on to future generations without losing any of it in tax; however, new tax proposals from Washington could eliminate this popular loophole and cause ins

The Perils Of Parent PLUS Loans

InsuranceNewsNet

Oct 01, 2021

When clients are considering how to finance their child’s college education, many consider popular parent PLUS loans that are easy to secure and on the surface appear helpful; however, ChFC® Program Director and education planning expert

Meet Our 2021 NextGen Financial Services Professional Award Recipients

Sep 29, 2021

Each year, The American College of Financial Services selects some of the brightest up-and-coming professionals in the financial services industry to receive the NextGen Fin

Is It Time to Pare Back Withdrawal Rates in Retirement?

Barron's

Sep 27, 2021

In the current low-yield, low interest rate environment, more and more financial advisors and experts agree that the classic 4% withdrawal rule for those in retirement to draw down their assets may be too aggressive.

Want a Happy Retirement? Here’s What Experts Say You Need to Do

CNBC

Sep 24, 2021

As many experts have observed, Americans at or nearing retirement can sometimes focus so much on continuing to save and not draw down their assets that they may not live like they always planned to live in retirement.