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4% Rule Update

Wes Moss, InvestmentNews
Feb 04, 2019

Those of us who have been in the financial advisory business for years can sometimes take established rules of thumb for granted – so much so that the nuances of such guidelines may get lost.

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Recreating a Defined Benefit Plan

Advisor Perspective
Feb 04, 2019

This article was originally published in Advisor Perspectives.

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How Grandparents Can Help Pay for College

The Wall Street Journal
Jan 31, 2019

Assistant Professor Ross Riskin met with The Wall Street Journal to discuss 529 plans and how grandparents can help pay for college. This article was originally posted in The Wall Street Journal.

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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.

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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."

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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?

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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.

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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.

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How to Lock in Lifetime Retirement Income

Kiplinger
Nov 30, 2018

This article was originally published in Kiplinger.

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