Podcasts
Shares: Going Deep on FIAs and RILAs
Many experts say annuity products can make sense as one part of a comprehensive financial plan; however, they can also be extremely complex.
By
Michael Finke
May 20, 2024
Insights
Planning for a Longer (and More Expensive) Retirement
The Retirement Income Literacy Study from The American College of Financial Services shows older Americans underestimate longevity. This can lead to undersaving, claiming Social Security at a younger…
By
Michael Finke
May 20, 2024
Insights
WMCP® vs CFP® Certification
The Wealth Management Certified Professional® (WMCP®) is a designation that proves your ability to manage money and provide sound financial advice. The qualification was developed by The American…
November 09, 2021