College News Roundup December 2024

RetireReady | Financial Literacy
December 2, 2024

Based on the findings in The College’s 2023 Retirement Income Literacy Study, this podcast episode dissects the importance of financial literacy and how Americans can enhance their retirement knowledge.

Investopedia | How To Maximize Social Security Benefits
December 3, 2024

Consulting with College Adjunct Instructor Arthur Prunier, RICP®, this article highlights key strategies that individuals approaching retirement can enact to make the most out of their benefits.

Yahoo Finance | "Last-Minute Tax Impacts" You Can Implement Today: Expert
December 3, 2024

Associate Professor of Business Planning and Tax Planning Certified Professional™ (TPCP™) Program Director Sophia Duffy, JD, CPA, AEP® shares tips on how to proactively plan for potential tax policy changes in the new year.

Financial Planning | Side Hustle Nation: How To Help Self-Employed Clients with IRS Rules
December 4, 2024

In this article, Associate Professor of Business Planning and TPCP™ Program Director Sophia Duffy, JD, CPA, AEP® discusses the intricacies of navigating income tax for self-employed clients.

TradeTalks | Potential Tax Legislation in 2025 and 2026 and What Investors and Financial Advisors Should Be Considering
December 5, 2024

Professor of Practice in Tax Planning Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA, Associate Professor of Business Planning and TPCP™ Program Director Sophia Duffy, JD, CPA, AEP®, and Wealth Management Certified Professional® (WMCP®) Program Director Michael Finke, PhD, CFP® join TradeTalks host Jill Malandrino to talk tax legislation changes in the new year and how to plan long-term.

InvestmentNews | Introducing a New Tax Planning Certification for Advisors
December 5, 2024

Sophia Duffy, JD, CPA, AEP®, associate professor of business planning and TPCP™ Program director, sits down with InvestmentNews host Greg Greenburg to highlight how The College’s new Tax Planning Certified Professional™ (TPCP™) Program can strengthen advisors’ tax planning toolkits.

Financial Advisor | Index Funds Are Popular, But They're Not All Alike, Advisors Say
December 6, 2024

In this article, WMCP® Program Director Michael Finke, PhD, CFP®  discusses the best way to utilize index funds and how recent research might push investors to reconsider their current strategies.

Church Executive | How To Vet a Financial Advisor
December 9, 2024

This article outlines what a client should look for in a financial advisor, including specialized financial and retirement planning through The College’s Chartered Financial Consultant® (ChFC®) and Retirement Income Certified Professional® (RICP®) designations.

ThinkAdvisor | Meet the 2024 Luminaries Winners
December 12, 2024

The College was honored as the recipient of the Luminaries Advisor Education Award for Thought Leadership and Education at the 2024 Luminaries Awards. Associate Vice President of Centers Strategy and Operations and Managing Director of the American College Center for Special Needs Joellen Meckley, JD, MHS, ChSNC® was one of many honorees as a Luminary with a Heart.

Fortunly | Finance Certifications to Boost Your Resume
December 15, 2024

This article lists the top certifications that individuals can pursue to enhance their career in financial services, including the College’s ChFC® program.

Yahoo Finance | Bitcoin Clears Another Record: Is Now the Time to Invest?
December 16, 2024

As the price of Bitcoin continues to skyrocket, WMCP® Program Director Michael Finke, PhD, CFP® warns against giving in to the fear of missing out and instead advises those looking to invest to look before they leap.

Gwinnett Daily Post | LAKO: Retirement Literacy Gap: Why Planning Is More Important Than Ever
December 18, 2024

In this article, columnist William Lako, CFP®, considers the implications of the College’s 2023 Retirement Income Literacy Study findings, looking specifically at the results involving investment literacy.

Global Banking & Finance Review | Guidance Based on Education & Collaboration: How Richard C. Peck Consulting and The Philanthropy Guy Empower Nonprofits
December 19, 2024

This article spotlights the philanthropy efforts of FinServe Network Ambassador Richard C. Peck, CFP®, ChFC®, CAP® , including the College’s Donor-Advised Funds (DAF) Professional Certificate program.

MSN | Reverse Mortgages: A Reliable Tool for Modern Retirement
December 20, 2024

College Adjunct Instructor of Retirement Income Don Graves, RICP®, debunks the misconceptions around reverse mortgages and summarizes the history of issues and reforms behind the retirement tool.