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Building Government-Backed Programs Into Your Retirement Planning

Oct 28, 2019

Many of us near or in retirement love to hate the government.

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Protect Your Clients from Market Volatility

Clarity 2 Prosperity
Oct 24, 2019

One of the primary and most important functions of financial advisors is to counsel their clients on staying the course with the investments that are best suited to their long-term financial goals.

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Smart & Efficient Strategies You Need To Know Before Your Next Charitable Contribution

The Your Life, Your Wealth Network Podcast
Oct 18, 2019

As we head toward the busy holiday season our attention is on family and friends, and the time we’ll spend with those closest to us. There are however, many other important things to consider at this time including an assessment of our charitable giving for the year.

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QBI Deduction: How Advisors Can Take Advantage

QBI Deduction: How Advisors Can Take Advantage

Oct 10, 2019

Can financial advisors benefit from the 20% qualified business income (QBI) deduction from the Tax Cuts and Jobs Act of 2017?

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Bounded Rationality: The Realistic Choice

Oct 09, 2019

Making a sandwich is easy. Making a perfect sandwich? Not so much. Standard economics assumes people make rational, utility-maximizing, optimal choices.

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What You Need to Know Before You Retire

Oct 04, 2019

This article was originally published in Kiplinger's.

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Advanced Planning in Wealth Management: How the WMCP Puts You Ahead

Oct 03, 2019

In the alphabet soup of professional certifications, it can be hard to navigate which financial designation is best suited for you and your practice.

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The 2019 American College Clambake and Soldier Citizen Award

NBC News
Sep 20, 2019

The Penn Mutual Center for Veterans Affairs at The American College of Financial Services offers scholarships to veterans and their spouses who want a career in finance after the military. The school has awarded hundreds of veterans with full rides in previous years.

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9 Concepts to Eliminate from Disability Insurance Sales Conversations

Sep 16, 2019

Poet William Butler Yeats once said to “think like a wise man, but communicate in the language of the people.” While it’s true that the right verbiage and empathetic delivery may show clients you understand their unique reality and circumstances, even the most well

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Target-Date Funds in Retirement Planning

Reshma Kapadia, Barron's
Sep 14, 2019

Wade Pfau, Professor of Retirement Income, met with Barron's to provide his insight on asset allocations for target-date funds. This article was originally published in Barron's.

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