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The Psychology of Planning is Moving Center Stage: What You Need to Know

Jul 29, 2021

For financial advisors, knowledge and know-how isn’t enough: you need to meet clients where they are and understand the factors and biases driving their behaviors.

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The Unexpected Adventures of a Philanthropy Book Club’s Founder

Jul 26, 2021

Bay Area wealth advisor Amanda Weitman, CAP®, is passionate about staying current with the best thinking about philanthropy.

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The Beach Jumper’s Philanthropy Distribution System

Jul 26, 2021

When Phil Cubeta, MSFS, CLU®, ChFC®, CAP®, Assistant Professor of Philanthropy and Wallace Chair at The American College of Financial Services, joined The College in

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Retirement Planning Goes International: How The College’s Programs Allow Greece’s Nick Papastergiou, RICP®, To Make a Difference in His Community

Jul 26, 2021

For Nick Papastergiou, RICP®, a career in financial services wasn’t planned—but once he got started, he quickly realized it’s where he was meant to be.

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Panic at Family, Inc.: Strategies for Business Transfers Under Biden’s Proposed Tax Plan

Financial Planning
Jul 26, 2021

President Biden has proposed sweeping changes to the nation’s tax laws that are aimed at making the very wealthy pay their “fair share”; however, College Assistant Vice President and Director of Regulatory Compliance

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Are Your Retirement Savings on Track? These Benchmarks Can Help Determine Where You Stand

MarketWatch
Jul 24, 2021

According to retirement planning experts, the most important factors to consider about retirement age are how much you’ve already saved and your current age.

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The Real Threat of Inflation in Retirement

ThinkAdvisor
Jul 20, 2021

With worries about inflation on the rise, there’s a growing fear among those at or near retirement that their savings won’t be enough to cover costs of living in the new, more expensive environment.

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Universal Life Insurance Makes Big Promises. Can These “Overly Complex” Policies Actually Keep Them?

Money
Jul 19, 2021

Universal life insurance policies have come under scrutiny lately thanks to court cases and public perception that the policies are overly complicated and can spell trouble for both insurers and consumers.

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Expert: It's “A Little Scary” for Retirees to Spend Their Savings

Yahoo! Finance
Jul 15, 2021

While financial advisors often tout the importance of saving up for retirement to their clients, upon reaching retirement, many of those clients may be hesitant to spend their hard-earned savings.

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What to Consider When Deciding Between a Revocable and Irrevocable Trust

Kiplinger
Jul 14, 2021

Contrary to popular belief, trust funds in financial planning are not just used by the super-rich: in fact, they can be just as useful for many middle-class Americans.

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