News Center

Filter By:

Why advisors encourage these older investors to buy more stocks

Dec 02, 2019

Choosing equities and embracing their risk and potential return could make sense for some retirees. Older investors with a combination of pension income, Social Security benefits and income annuities have a measure of safety in retirement.

Read More

5 Next Generation Financial Services Professionals to Watch in 2020

Nov 26, 2019

The financial services industry is on the brink of a major disruption as tenured advisors enter their own retirements and the next generation takes the reins. There are new hurdles to maneuver including technological demands and the growing epidemic of student loan debts.

Read More
Baby boomer

Many boomers shrug off carrying debt into retirement, study says

Yahoo! Finance
Nov 26, 2019

Many baby boomers are now carrying some debt into retirement according to a new Yahoo! Money survey. And although the stigma of having debt in retirement has decreased, experts warn that too much debt can alter your plans for your golden years. 

Read More

A Checklist For Your Retirement Digital Plan

Nov 18, 2019

Few of us look forward to dealing with tech issues in our own lives. But since retirement planning requires effort, and the effort is aimed towards a desired goal, why not add digital planning to the mix? 

Read More

Developing New Team Member Skills

Nov 05, 2019

Gerry Herbison, DBA, ChFC®, CASL®, CFP®, CLF®, Assistant Professor of Management and Leadership Programs Director at The American College of Financial Services, was recently featured in a three-part series with Barron's regarding staffing and focused on the techniques, tricks, and tripw

Read More

The Ethical Standard - To Do No Harm

America's Benefit Specialist
Nov 01, 2019

It all boils down to ethics. Whether you are a healthcare practitioner or a financial advisor, a trusted solutionary is what everyone is looking for in time of uncertainty.

Read More

What is a Chartered Advisor in Philanthropy (CAP)?

Oct 31, 2019

If giving back is part of your financial plan, you may consider working with a chartered advisor in philanthropy (CAP). A CAP has the necessary knowledge and expertise to help you create a plan for philanthropic giving.

Read More

Building Government-Backed Programs Into Your Retirement Planning

Oct 28, 2019

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

Read More

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.

Read More

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.

Read More