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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.

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When heuristics go wrong in decision-making

Oct 12, 2018

In a previous post, we discussed the stark contrast between the traditional economic rationale and bounded rationality. With bounded rationality, consumers can make an optimal choice given a limited amount of time, effort, and information.

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Tax Reform And Life Insurance in Secondary Markets

Oct 05, 2018

With many Americans reviewing their financial situation after the passage of the Tax Cuts and Jobs Act, it is important that any life insurance needs are also reviewed at this time.

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Better Retirement Solutions with Bill Sharpe

Oct 02, 2018

This article was originally published in ThinkAdvisor.

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Cryptocurrencies and Stock Exchanges

Oct 01, 2018

This article was originally published in Kiplinger.

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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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