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Repaying The HECM Loan Balance And Tax Issues

Forbes
Feb 13, 2019

This article was originally published by Professor Wade Pfau in Forbes.

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The Importance of End-of-Life Planning

Feb 13, 2019

For advisors who provide insurance and risk management to individuals and families, a growing area of interest is end-of-life planning. This topic has garnered public attention due to changes in medical technology and health care management.

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Philanthropy, Assets Under Management and the Business Case for Investment Advisors

Feb 04, 2019

Often investment advisors are held back in serving the client's philanthropic inclinations by the fear – partly justified – that significant gifts to charity will come at the expense of overall assets under management (AUM).

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4% Rule Update

Wes Moss, InvestmentNews
Feb 04, 2019

Those of us who have been in the financial advisory business for years can sometimes take established rules of thumb for granted – so much so that the nuances of such guidelines may get lost.

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Recreating a Defined Benefit Plan

Advisor Perspective
Feb 04, 2019

This article was originally published in Advisor Perspectives.

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How Grandparents Can Help Pay for College

The Wall Street Journal
Jan 31, 2019

Assistant Professor Ross Riskin met with The Wall Street Journal to discuss 529 plans and how grandparents can help pay for college. This article was originally posted in The Wall Street Journal.

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Package Costs for HECM Reverse Mortgage

Forbes
Jan 30, 2019

The discussion of reverse-mortgage costs has several moving parts. Which type of cost combination to choose depends on how you plan to use the line of credit during retirement.

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The Jack Bogle Legacy: The American College Remembers Former Trustee and Industry Icon

Jan 23, 2019

A famous quote also serves well as the headline for what embodies the spirit of the index fund:

"Don't look for the needle in the haystack. Just buy the haystack."

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The Value of Designations: The Client's Perspective

Jan 10, 2019

Consumers turn to financial services professionals for financial well-being, but how do clients ultimately decide which advisors and planners they can trust?

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