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The Physical Impossibility of Death in the Mind of Someone Living

Advisor Perspectives
Jun 15, 2020

No one wants to think about the end of their life, but for sound financial planning to take place, advisors have to know how to get their clients more comfortable with the idea of being prepared and putting their affairs in order.

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How the Pandemic Will Affect Social Security Benefits

ThinkAdvisor
Jun 15, 2020

How secure are your clients’ Social Security benefits?

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Congress Waived Required Minimum Distributions for 2020. Here’s What Retirees Need to Know

Money
Jun 12, 2020

As part of the CARES Act package of COVID-19 financial relief measures, many Americans at or near retirement no longer have to take required minimum distributions out of their 401(k) and other savings accounts if they don’t think it advantageous.

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Coronavirus Puts the Squeeze on Retirement Hopes

Financial Times
Jun 12, 2020

As the economy takes a pounding from the ongoing COVID-19 pandemic, there’s been plenty of speculation about the future of retirement planning and how advisors and clients can preserve their assets against market declines and uncertainty.

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Safety First Retirement Income Planning

Penn Mutual's Possibilities Podcast
Jun 11, 2020

In today’s market climate of uncertainty and instability, advisors and clients need to work to put guardrails in place and make sure hard-earned gains in retirement planning aren’t lost due to unforeseen economic factors like the COVID-19 pandemic.

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Pandemic Provides Opportunity to Rebalance Client Communication

401KSpecialst
Jun 09, 2020

According to a recent survey conducted by The American College of Financial Services, as the COVID-19 pandemic wears on, financial advisors are fielding many more calls

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The Annuity Puzzle: Other Issues Impacting the Annuity Decision

Forbes
Jun 09, 2020

Many economists and financial professionals often express confusion at why clients approaching retirement don’t take advantage of the guaranteed income that annuity products offer.

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“We Can All Do More”: American College President

ThinkAdvisor
Jun 08, 2020

George Nichols III, President and CEO of The American College of Financial Services, has made no secret of his desire to make The College a platform for progress, and has spoken about his own personal experiences

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George Nichols III, President and CEO

American College CEO Opens Up About Black Life in a White World

InsuranceNewsNet
Jun 05, 2020

As our country lays bare widespread inequality and racial tensions, many prominent African Americans are speaking out about how their personal lives and day-to-day experiences are vastly different from their fellow citizens.

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The Case for Alternative Investments

The Wall Street Journal
Jun 04, 2020

In the uncertain COVID-19 market, financial advisors and wealth managers are faced with difficult choices, but also potential opportunities.

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