News Center

Filter By:

Wanted: A Name for the Hottest-Growing Annuity in the United States

Life Annuity Specialist
Nov 17, 2021

What’s in a name? Financial products and services over the years have prospered or suffered because of well-constructed or inaccurate names, and nowhere is this more true than in the area of guaranteed income products.

Read More

Getting Ahead Of Your Diminished Capacity Worries

Forbes
Oct 26, 2021

It’s common knowledge that as people age, they may lose some of their decision-making ability; however, when approaching retirement with a carefully-tailored financial plan, any more serious slips in judgment could cause complicated financial headaches.

Read More

Tax-Smart Charitable Giving Before You Retire

Forbes
Oct 13, 2021

The years before retirement, when an individual’s income is usually at its highest point, is an ideal time to set up charitable giving vehicles for later in life.

Read More

How To Plan Your Retirement When Tax Law Is In Flux

Forbes
Oct 04, 2021

With the current volatile political environment making many advisors and clients wary of changes in tax law, how can professionals and those they work with guard against being taken by surprise?

Read More

Democrats’ Tax Plan Upends Estate Planning Using Trusts with Life Insurance

Financial Planning
Oct 04, 2021

In modern financial planning, many advisors working with high-net-worth clients utilize life insurance and trusts to conserve wealth and pass it on to future generations without losing any of it in tax; however, new tax proposals from Washington could eliminate this popular loophole and cause ins

Read More

Is It Time to Pare Back Withdrawal Rates in Retirement?

Barron's
Sep 27, 2021

In the current low-yield, low interest rate environment, more and more financial advisors and experts agree that the classic 4% withdrawal rule for those in retirement to draw down their assets may be too aggressive.

Read More

Want a Happy Retirement? Here’s What Experts Say You Need to Do

CNBC
Sep 24, 2021

As many experts have observed, Americans at or nearing retirement can sometimes focus so much on continuing to save and not draw down their assets that they may not live like they always planned to live in retirement.

Read More

Don’t Want to Fully Retire? Here’s When Phased Retirement May Work

CNBC
Sep 22, 2021

In today’s uncertain economic environment, the idea of quitting a job “cold turkey” and moving straight to a life in full retirement can be daunting for clients. Many advisors are now counseling people to more gradually reduce their work hours, prolonging their income streams.

Read More

A Prolonged Stock Market Pullback Can Pose a Big Risk Early in Retirement. Here’s What to Know

CNBC
Sep 21, 2021

In the current world of stock market uncertainty, those preparing for retirement can face potential problems if the value of their assets dip unexpectedly.

Read More

10 Best Financial Certifications

U.S. News and World Report
Sep 16, 2021

In the modern financial services industry, many see the value of additional designations as showcasing an advisor’s mastery of diverse topics and broadening their client appeal—but there are dozens of different designations to choose from.

Read More

Pages