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Reverse Mortgages Aren’t Just for People Who Are Out of Money

Bloomberg Businessweek
Mar 29, 2021

In the eyes of many financial professionals, reverse mortgages have long been regarded as a measure of last resort for ensuring income in retirement.

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Stopped Saving for Retirement During the Pandemic? Don’t Panic

The Wall Street Journal
Mar 18, 2021

For many Americans trying to plan ahead financially, the COVID-19 pandemic forced many to put saving on hold due to lost jobs, lower wages, and other difficulties. However, the impact of temporarily stalling retirement savings might not be as serious as some might think.

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What Is A Chartered Financial Consultant® (ChFC®)?

Forbes
Mar 17, 2021

Since 1982, The American College of Financial Services’ Chartered Financial Consultant® (ChFC®) designation has sought to give financial advisors the broad and foundational knowledge b

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Opinion: How to Prevent Fraud from Ruining Your Retirement

MarketWatch
Mar 16, 2021

Being the victim of financial fraud can be devastating at any age, but those at or nearing retirement are especially vulnerable to having their carefully-laid plans and painstakingly gathered savings ravaged by unscrupulous actors.

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How Empathy Can Help Financial Services Become More Trustworthy

Mar 16, 2021

There is a dynamic playing out between the challenges of business and society: an increasing realization that a strong commitment to ethics can influence businesses’ financial performance.

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The False Promise of U.S. Historical Returns

Advisor Perspectives
Mar 15, 2021

Many investors are braving the current low-interest rate environment on the belief that eventually, returns will come back to levels in line with historical trends.

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A Solution to the Retirement Crisis Exists — But So Far Only on Paper

MarketWatch
Mar 15, 2021

There’s a new retirement income investment strategy many experts say could change the game in wealth management and retirement planning. But this new plan—SeLFIES (Standard-of-Living indexed, Forward-starting, Income-only Securities)—currently exists only in theory.

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A New Tax Rule Could Make Whole Life Insurance a Better Investment — and Easier to Buy

Money
Mar 11, 2021

With recent changes in regulations governing retirement planning, life insurance products have entered the conversation as another helpful way to accumulate tax-deferred savings before leaving the workforce. But this concept has its own limitations of usefulness.

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The Value Of Auto-IRAs: A Conversation With Michael Finke

Forbes
Mar 10, 2021

As the post-COVID recovery period moves closer, retirement planning is once again back in the spotlight.

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Voices: The Smart Way for Women to Think About Claiming Social Security

Financial Planning
Mar 08, 2021

Retirement planning is never a one-size-fits-all proposal, but when it comes to strategies for women versus men in creating long-term income and security, things get even more complicated.

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