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
Insights
The Necessity of Sacrifice in Serving Others
On Monday, we celebrate the life of Dr. Martin Luther King, Jr., a man who lived in service to others regardless of the ongoing risks to his life.
By
George Nichols III
January 13, 2023
Insights
Estate Planning Issues
Jeff Levine, CPA/PFS, CFP®, director of advisor education at Kitces.com joins Sophia Duffy JD, CPA, for a discussion on what families without a taxable estate should consider.
March 17, 2020
Podcasts
Shares: The Retirement Income Illiterate
Planning for retirement has never been more important – but as The College’s recent Retirement Income Literacy Study proves, a majority of older Americans still fail a test of basic financial…
By
Eric Ludwig
April 29, 2024