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Your Ultimate Guide to Financial Advisors

AARP
Oct 25, 2021

The financial services industry currently recognizes over 200 advanced designations that identify advisors and other professionals as those committed to ongoing excellence and continuing education to better serve their clients.

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Meet Mickey Rosenzweig, CLU®, ChFC®, AEP®, 2021 Alumni Hall of Fame Inductee

Oct 25, 2021

It’s safe to say that when it comes to sheer volume of experience, Mickey Rosenzweig, CLU®, ChFC®, AEP®, is a prime example of a life well-lived.

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WHITE PAPER: A Field Guide to FinTech Terms

Oct 25, 2021

Today’s financial professional needs to understand how technology affects the industry and their business—let us help you cut through the tech jargon.

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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.

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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.

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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.

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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?

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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.

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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

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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

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