College News Roundup: Week of May 6, 2024

Financial Advisor | Planning Considerations For Your Active-Duty Military Clients
April 26, 2024

WMCP® adjunct instructor Loren Flood examines how financial professionals can maximize their planning capabilities for military service members and their families, including the long list of financial advantages they are entitled to.

Forbes | The Election Can Affect Taxes, Social Security, And Your Retirement
May 7, 2024

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® explains how current financial issues intersect with the political climate in the run-up to the 2024 election and how they may affect Social Security and retirement planning outcomes.

Financial Advisor | Advisors Say Move Gingerly With Suddenly Wealthy Clients
May 10, 2024

How should financial advisors work with clients who face a sudden infusion of cash? Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® takes a look at the best strategies to handle life-changing events like inheritances, lottery wins, business sales, and more.