College News Roundup: Week of February 5, 2024

Financial Advisor | How Clients Can Handle Big Tax Debt
February 5, 2024

In this article, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, adjunct professor of advanced planning and co-director of the American College Center for Retirement Income, discusses how high-net-worth clients and their advisors can approach big owings to the IRS.

ThinkAdvisor | When Clients Are Laid Off, How to Ease the Sting: Advisors' Advice
February 6, 2024

In this piece, FinServe Network ambassadors Terry Parham, Jr., CFP®, ChFC®, CLU®, RICP®, WMCP®, MSFP and Andrew Tudor, CFP®, RICP®, CAP® discuss their insights on how best to help clients who may lose their jobs secure and plan for their futures.

Financial Planning | 5 Ways to Help Clients' Kids Land Their First Home
February 7, 2024

In this article, Sophia Duffy, JD, CPA, AEP®, associate professor of business planning, looks at how advisors can help their clients’ children set themselves up for success as homeowners.