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Key Retirement Planning Steps

Oct 01, 2018

In my book, “Rewirement: Rewiring the Way You Think About Retirement,” I lay out a detailed ten-step process that everyone can use while doing retirement income planning.

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2018 Fall Issue of Journal of Personal Finance Available

Journal of Personal Finance
Sep 25, 2018

This is the first Journal from new editor Dr. Benjamin F. Cummings, CFP®, RFC® who is an Associate Professor of Behavioral Finance at the American College of Financial Services.

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5 Award-winning Millennials Leading The Next Generation to Financial Security

Sep 24, 2018

Five of the brightest young minds in financial services were awarded the 2018 Millennial Financial Services Professional Award by The American College of Financial Services.

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8 Tips for New Life Insurance Agents

Sep 05, 2018

The competitive landscape for life insurance is prevalent and advisors need to seek out ways to differentiate their professional offerings. 

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Retirement Nest Egg

Aug 30, 2018

Set Your Strategy

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Long-Term Care Planning

Aug 30, 2018

Despite the fact that more than 70% of all retirees need some long-term care services in retirement, very few have a plan in place.

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The Reasons Behind Investor Behavior and Risk-Averse Clients

Aug 22, 2018

Investors tend to be reactive and risk averse when it comes to investing in stocks. And for good reason – when your money is on the line – you’re bound to feel like it’s a direct hit when the stock market doesn’t perform in your favor.

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5 Ways CLU Designees Give Their Clients Peace of Mind

Jul 09, 2018

Life insurance planning includes determining how much and what type of insurance is needed. 

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Millennials Don't Think They Need Insurance: How the CLU Helps You Sell To Them

Jun 14, 2018

Baby boomers, Generation X, and millennials offer three very different perspectives existing in the workplace right now. Each group has been widely studied, and their generational stereotypes regarding their work-life attitude and general disposition on life are well known.

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