News Center

Filter By:

Package Costs for HECM Reverse Mortgage

Forbes
Jan 30, 2019

The discussion of reverse-mortgage costs has several moving parts. Which type of cost combination to choose depends on how you plan to use the line of credit during retirement.

Read More

The Jack Bogle Legacy: The American College Remembers Former Trustee and Industry Icon

Jan 23, 2019

A famous quote also serves well as the headline for what embodies the spirit of the index fund:

"Don't look for the needle in the haystack. Just buy the haystack."

Read More

The Value of Designations: The Client's Perspective

Jan 10, 2019

Consumers turn to financial services professionals for financial well-being, but how do clients ultimately decide which advisors and planners they can trust?

Read More

Reverse Mortgages: Ongoing Credit and Costs

Forbes
Jan 02, 2019

The ongoing costs for a reverse mortgage relate to the interest accruing on any outstanding loan balance, as well as any servicing fees. Servicing fees can be up to $35 per month, though they are generally now incorporated into a higher margin rate rather than charged directly to the borrower.

Read More

How to Become a Philanthropic Business Leader for your Community

Dec 17, 2018

A 2018 Fidelity Charitable study found that more than 75% of entrepreneurs affirm that charitable giving is a critical part of who they are. Additionally, the median charitable giving for entrepreneurs is 50% more than non entrepreneurs.

Read More

How to Lock in Lifetime Retirement Income

Kiplinger
Nov 30, 2018

This article was originally published in Kiplinger.

Read More

Millennials and Social Security

CNBC
Nov 27, 2018

This article was originally published in CNBC.

Read More

RIAs and Insurance

ThinkAdvisor
Oct 25, 2018

At a recent conference of financial planners who strongly consider themselves fiduciaries, I explained the benefit of tax-favored longevity insurance using a qualified longevity annuity contract (QLAC).

Read More

Key Steps to Building an Estate Plan

Consumer Reports
Oct 24, 2018

Setting up a reliable estate plan, complete with key documents, such as a will and durable power of attorney, is one of the most important ways to protect your loved ones—and yourself. Yet many adults fail to take these crucial steps.

Read More

Pages