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Americans are Behind on Saving for Retirement. Here’s How to Get on Track

CNBC
Sep 01, 2021

According to multiple studies, Americans are lagging behind where they should be in terms of retirement planning at all levels—but there are a few things advisors and clients can do to help secure their financial future.

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The Social Security Trust Fund Is in Better Shape Than Expected, For Now

ThinkAdvisor
Sep 01, 2021

According to the recently-released 2021 Social Security Trustees Report, the Social Security fund is projected to go bankrupt in 12 years without some kind of government intervention.

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Two New Tools For Calculating Your Retirement Income

Forbes
Aug 30, 2021

The COVID-19 pandemic and the wave of early retirements it has caused are bringing concerns about retirement income back to the forefront of many consumers’ minds.

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Businesses Shouldn’t Do Good for the Sole Purpose of Doing Well

Fortune
Aug 26, 2021

In the current business environment, companies and executives are oftentimes driven to perform acts of charity and social responsibility because of the tangible benefits involved, like tax advantages or buying goodwill with customers.

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This Platform Helps Advisors Be Down Pat When Serving Expats

Financial Advisor
Aug 26, 2021

With the increasingly interconnected global world, technology has allowed for professional relationships to cross continents and oceans, including in financial services.

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How to Use Insurance Products for Tax-Sheltered Growth

The Street
Aug 26, 2021

Using insurance products in retirement planning is often discussed as a way for advisors to ensure clients have an ongoing income stream later in life; however, using these products can also provide tax advantages by forming a “wrapper” around other assets so they are subject to different tax rul

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5 Key Financial Metrics When Evaluating a HECM Reverse Mortgage

The Street
Aug 24, 2021

When considering sources of income in retirement, housing wealth can represent a largely untapped potential asset. But what do you need to know before advising clients at or near retirement on using that wealth for something like a reverse mortgage?

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How to Reset Retirement Plans to Weather a Downturn

NerdWallet
Aug 23, 2021

While financial markets are looking good at the moment, the longer the current run goes on, the more people start to worry about future retirement prospects when things may not be so good.

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Meet Dien Yuen, Assistant Professor of Philanthropy at The American College of Financial Services

Diary of a CFP® Pro Podcast
Aug 20, 2021

Many misconceptions surround the reasons individuals may choose to engage in charitable giving, as well as the vehicles that make the most effective philanthropy possible.

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Financial Advisor, Financial Planner, or Robo-Advisor? Here’s How to Find the Right Help to Manage Your Money

CNBC
Aug 19, 2021

Clients today have many options when it comes to financial planning. Are they best suited for an advisor, a planner, or maybe even a robo-advisor who will offer automatic advice on more simplistic elements of planning?

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