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5 Key Financial Metrics When Evaluating a HECM Reverse Mortgage

The Street
Aug 24, 2021

When considering sources of income in retirement, housing wealth can represent a largely untapped potential asset. But what do you need to know before advising clients at or near retirement on using that wealth for something like a reverse mortgage?

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How to Reset Retirement Plans to Weather a Downturn

NerdWallet
Aug 23, 2021

While financial markets are looking good at the moment, the longer the current run goes on, the more people start to worry about future retirement prospects when things may not be so good.

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Meet Dien Yuen, Assistant Professor of Philanthropy at The American College of Financial Services

Diary of a CFP® Pro Podcast
Aug 20, 2021

Many misconceptions surround the reasons individuals may choose to engage in charitable giving, as well as the vehicles that make the most effective philanthropy possible.

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Financial Advisor, Financial Planner, or Robo-Advisor? Here’s How to Find the Right Help to Manage Your Money

CNBC
Aug 19, 2021

Clients today have many options when it comes to financial planning. Are they best suited for an advisor, a planner, or maybe even a robo-advisor who will offer automatic advice on more simplistic elements of planning?

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Opinion: Retirees with Annuities Have More Fun

MarketWatch
Aug 07, 2021

The problem with many retirees is that they tend to be more conservative in retirement than they need to be, resulting in a lifetime’s worth of savings that don’t end up being used.

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How Annuities Provide Tax-advantaged Investment Returns

The Street
Aug 06, 2021

Much ink has been used in recent years about the benefits of utilizing insurance products as part of a retirement plan.

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Who is Capitalism? A Conversation About “Homeland Elegies” with Ayad Akhtar and Azish Filabi

Work in Progress Podcast
Aug 06, 2021

The relationship of a capitalist economy to the concept of the “American Dream” has always been a complicated one, and the fact is the opportunity for all Americans to achieve it is not equal.

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New York Life Partners With The American College on Agent Curriculum

ThinkAdvisor
Aug 02, 2021

As part of The College’s ongoing efforts to enhance professionalism in financial services and promote life-long learning and education for the benefit of the industry and society, we recently announced a partnership with New York Life to train agents in specialized financial services fields, incl

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Icing on the Cake: The Tax Benefits of Annuities

Life & Health Advisor
Aug 01, 2021

For many financial advisors, especially those counseling clients at or nearing retirement age, a key point in forming a sound financial plan is ensuring clients have a constant flow of support at all stages of life that isn’t overly exposed to taxation.

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Black Americans Show High Levels Of Financial Well-Being

InsuranceNewsNet
Aug 01, 2021

In a study from The American College of Financial Services on the financial well-being of Black Americans, data showed that while Black Americans may have overall

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