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Secrets to Setting and Keeping Financial Goals for the New Year

Kiplinger
Jan 13, 2021

Many people celebrated the end of 2020 and made resolutions for the coming year: however, history shows most of those resolutions are doomed to failure without proper planning and a strong commitment to putting them into action.

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Ed Slott Joins American College Faculty

ThinkAdvisor
Jan 13, 2021

Ed Slott, known as America’s IRA Expert for his years of experience in the retirement planning field, is now bringing his expertise to The College as a Professor of Practice.

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Social Security COLA: What's Working, What's Not

ThinkAdvisor
Jan 12, 2021

Social Security is becoming a more and more important resource in retirement planning, but with the government’s trust fund due to run dry in the next few years without drastic action, new actions may be coming down the road.

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Women Fail Financial Literacy Test, Want Help

401KSpecialst
Jan 12, 2021

While a majority of women have ideas about how to guarantee their income and security in retirement, there’s still a vast gulf between those with ideas and those with viable, actionable retirement plans.

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Study: Big Financial Planning Opportunities In Women’s Market

InsuranceNewsNet
Jan 12, 2021

While a majority of women report having ideas about living through retirement, far fewer have a formal, written financial plan for the future in place.

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The AI Revolution: Opportunities and Obstacles for Your Business

Jan 12, 2021

When it comes to technology, it’s no surprise financial services proceeds with caution. But change is accelerating, opening tremendous opportunities and obstacles for your wealth management practice.

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Women in Wealth: An Examination of Gender Diversity in Financial Services

ThinkAdvisor
Jan 11, 2021

While it appears both women and men have poor understandings in general of what it takes to plan for retirement, our 2020 Retirement Income Literacy Survey indicat

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Financial Literacy Gap for Women is “Notable and Worrisome”

BenefitsPro
Jan 11, 2021

As women continue to become more financially independent, many are recognizing that they need professional advice to prepare a comprehensive plan for a life in retirement.

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Three Reasons to Take Your RMDs Now

Forbes
Jan 08, 2021

While older Americans are, by law, required to take regular minimum distributions (RMDs) from their retirement savings accounts, several new laws have postponed those RMDs over the last year and future legislation may lower their mandatory amount.

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10 Challenges Women Face When Investing & Planning for Retirement

MoneyCrashers
Jan 05, 2021

Women are making many gains in the amount of wealth they control and management of personal and family finances; however, they are also often hampered by a lack of needed financial knowledge, as chronicled in several reputable studies.

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