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Meet the 2020 NextGen Award Winners

Oct 28, 2020

Each year, The American College of Financial Services selects five of the brightest up and coming professionals to be awarded the NextGen Financial Services Professional Award.

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If You Lose It, Don’t Lose It: Financial Powers Of Attorney In A Covid-19 World

Forbes
Oct 27, 2020

With the COVID-19 pandemic still affecting millions of Americans, it’s more important than ever for families, especially those with older members, to have a plan for what needs to happen if long-term care becomes necessary—and if a loved one becomes unable to make financial planning decisions for

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Collapse of Three-Legged Stool Threatens Retirement Security

InvestmentNews
Oct 27, 2020

Many in the financial services industry envision retirement planning as a three-legged stool, with the legs in creating and maintaining a secure plan being Social Security, 401(k) accounts, and personal savings.

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4 Social Security Tips to Plan Your Retirement

Cashay
Oct 23, 2020

With pension plans receding from view, Social Security is becoming ever more important as a fundamental pillar of retirement planning. What does this mean for those who are depending on it to continue living comfortably in their later years?

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Commentary: How California's Prop 22 on Gig Employment Could Impact Financial Services

Reuters
Oct 23, 2020

With the freelance and “gig” job market growing in the U.S. and across the world, new legal debates and public arguments about the rights afforded to those who aren’t technically considered “employees” of a company but still do essential work are on the rise.

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How to Play Defense on Your Debt—Even in an Economic Downturn

Kiplinger
Oct 22, 2020

With the COVID-19 pandemic forcing people to stay at home and spend less than normal, there could be opportunities to use that extra savings to pay down long-standing debts.

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“Black Panther” Star Chadwick Boseman Died Without a Will. Here’s Why You Should Have an Estate Plan

CNBC
Oct 21, 2020

Chadwick Boseman, the actor most famously known for his role as the superhero Black Panther, tragically passed away in September after a years-long battle with cancer.

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Focus On Retirement Happiness To Make The Annuity Case

InvestmentNews
Oct 19, 2020

For many retirees, the key to a successful and stress-free transition into retirement is based on guaranteed income rather than assets. They want to know that no matter what economic or life situations may arise, they’re prepared to weather the storm with stability in their finances.

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The Role of 401(k)s in Resolving the Retirement Planning Crisis

Oct 19, 2020

While 401(k)s are today accepted as one of the three main pillars of retirement savings—the others being Social Security and private or personal retirement plans—they actually only entered the conversation in financial ser

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Guaranteed Returns in a Low-Yield Environment

Advisor Perspectives
Oct 12, 2020

In the current low interest and high-risk financial environment, advisors and clients are often finding themselves in tight spots when looking for ways to use investments to generate income.

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