AARP | Make Your Retirement Savings Last
July 8, 2024

WMCP® Program director Michael Finke, PhD, CFP® discusses how those at or near retirement can maximize their chances of maintaining a comfortable lifestyle throughout their golden years.

Life Annuity Specialist | How Demise of “Chevron” Could Affect Sales of Life Insurer Products
July 8, 2024

Professor of practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® looks at how the Supreme Court’s latest decisions on the authority of government agencies could affect the financial services industry.

PlanAdviser | ERISA Advisory Council Makes Case for Annuities as Part of QDIA
July 8, 2024

WMCP® Program director Michael Finke, PhD, CFP® speaks to the benefit of guaranteed income products as a part of a balanced retirement strategy.

WalletHub | 2024’s Best Online Checking Accounts
July 8, 2024

Adjunct professor Hossein Salehi, PhD, CFP® offers advice on how people can maximize the use of their online savings accounts.

Financial Advisor | Preventing Second Home Dreams From Becoming A Nightmare
July 12, 2024

Professor of practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® discusses how to navigate the decision to buy a second home in retirement and avoid potential pitfalls.

WalletHub | Best Credits Cards for People with Bad Credit
July 15, 2024

Adjunct professor Jason E. Heller, PhD, CFP®, CIMA®, MSFS, RICP®, ChFC®, CLU®, CAP®, CMFC®, AAMS®, CRPC®, CFS®, FSCP®, AWMA®, CRPS®, BCAA, AEP®, CFBS®, CDFA®, RMA®, CIS®, CAS®, CES®, AIF®, BFA™, APMA®, CFED®, ChSNC®, AFC®, WMCP®, LACP®, CPFA®, C(K)P®, AIFA®, CSRIC® offers advice on how to get out of bad credit.

ThinkAdvisor | American College Rolls Out CFP® Continuing Education Platform
June 24, 2024

ThinkAdvisor writer John Manganaro details the public launch of The College’s Knowledge Hub+ subscription platform, featuring CFP® CE-approved content available for just-in-time learning.

Morningstar | Retirees That Annuitize Income Spend Twice as Much as Retirees With an Equal Amount of Non-Annuitized Savings
June 25, 2024

College wealth management and retirement planning experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® discuss how advisors and clients can work toward lifestyle goals through annuity products and other strategies.

Morningstar | Don Graves and Wade Pfau: How Home Equity Affects Retirement Planning
June 25, 2024

College retirement planning thought leaders Wade Pfau, PhD, CFA, RICP® and Don Graves examine how reserve mortgage strategies can help in retirement planning – and why such products have gotten a bad rap over time.

USA Today | Financial Consultant: Definition and What They Do
June 27, 2024

Industry experts discuss the merits of various financial services designation programs, including The College’s Chartered Financial Consultant® (ChFC®) Program.

Human Capital Innovations | Diversity and Inclusion and Empowering Women in Finance with Lindsey Lewis
June 28, 2024

Lindsey Lewis, MBA, CFP®, ChFC®, executive director of The College’s Center for Women in Financial Services, speaks with Dr. Jonathan H. Westover in a podcast about how to empower women in the financial services field.

InvestmentNews | “Women Are Built For This Business”
June 18, 2024

Lindsey Lewis, MBA, CFP®, ChFC®, executive director of The College’s Center for Women in Financial Services, spreads the word about The College’s annual Women Working in Wealth Award recognizing women in financial services who mentor, support, and advocate for women in the profession.

Kiplinger | Tax-Smart Strategies for Account Withdrawals
June 19, 2024

Professor of practice Wade Pfau, PhD, CFA, RICP® discusses ideal strategies for drawdown of assets in retirement – and why waiting until clients are forced to take required minimum distributions (RMDs) could be costly in the long run.

Financial Advisor | Helping Clients Choose The Right Time To Retire
June 21, 2024

Professor of practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® takes a look at why some clients may not need to retire as early as planned due to differing lifestyles and work situations.

Financial Advisor | Leading With Trust In The Modern Financial Landscape
June 6, 2024

Director of research and operations Domarina Oshana, PhD discusses how financial services companies can use artificial intelligence (AI) responsibly while maintaining consumer and employee trust.

Kitces.com | Weekend Reading For Financial Planners (June 8-9)
June 7, 2024

Financial guru Michael Kitces discusses The College’s upcoming Tax Planning Certified Professional™ (TPCP™) Program and how it will meet a growing need in the financial planning industry.

The Wall Street Journal | How to Choose the Best High-Yield Savings Account for You
June 10, 2024

WMCP® Program Director Michael Finke, PhD, CFP® takes a look at how today’s interest rates may affect Americans’ savings habits – and what should be done about them.

Financial Planning | Tax Planning Certification Rolling Out as Wealth and Tax Divide Narrows
June 11, 2024

Jeffrey Levine, the industry thought leader behind The College’s upcoming Tax Planning Certified Professional™ (TPCP™) Program, joins chief marketing and strategy officer Jared Trexler to discuss how the program will enhance the advice of advisors across fields of expertise.

ThinkAdvisor | What to Expect From American College’s New Tax Certification
June 11, 2024

Jeffrey Levine and chief marketing and strategy officer Jared Trexler talk specifics of The College’s upcoming Tax Planning Certified Professional™ (TPCP™) Program and how it fills a needed niche in the market.

Kitces.com | The Latest In Financial #AdvisorTech
June 3, 2024

Financial guru Michael Kitces discusses The College’s partnership with Couplr.AI and how it benefits College alumni as well as the health of prospecting in the industry.

ThinkAdvisor | A Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig
June 4, 2024

Director of College research Kaylee Ranck, PhD, and RICP® Program Director Eric Ludwig, PhD, CFP® discuss results from The College’s 2023 Retirement Income Literacy Study along with approaches to research in the field as a whole.

ThinkAdvisor | American College to Roll Out Tax Planning Certification
June 5, 2024

Jeffrey Levine, the industry thought leader behind The College’s upcoming Tax Planning Certified Professional™ (TPCP™) Program, discusses how the program will enhance the advice of advisors across fields of expertise.

InvestmentNews | A Philosophical Lesson in Servant Leadership
June 6, 2024

In recognition of College President and CEO George Nichols III, CAP®’s position as a finalist for the InvestmentNews CEO of the Year Award, this profile looks at President Nichols’ background and where his drive to benefit the industry and society comes from.

ThinkAdvisor | 8 Reasons Retirement Has Gotten Harder for the Affluent
June 6, 2024

WMCP® Program Director Michael Finke, PhD, CFP® explores why those with more resources may still face difficult years when entering retirement.

ThinkAdvisor | Why Advisors Love the Retirement Planning Field
June 7, 2024

Director of College research Kaylee Ranck, PhD, and RICP® Program Director Eric Ludwig, PhD, CFP® speak with ThinkAdvisor about how they came from disparate backgrounds and became researchers in the retirement planning space.

Financial Advisor | Preventing the Second Home Dream From Becoming a Nightmare
May 30, 2024

Professor of practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® offers advice on how retirees who may own two homes can optimize their living situation and minimize the difficulties associated with the transition.

WealthManagement.com | The AI Assembly at Wealth Management EDGE: The Future of AI
May 13, 2024

The College’s artificial intelligence (AI) experts Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® and Eric Ludwig, PhD, CFP® examine the future of AI in the financial services industry, as well as their own findings on the benefits and limitations of this technology for financial professionals and the public.

ThinkAdvisor | American College Partners With AI Firm on “Matchmaking” Solution
May 16, 2024

Chief marketing and strategy officer Jared Trexler explains The College’s partnership with Copulr.AI and how this new offering will enable those trained by The College to build their businesses by finding their ideal clients to work with.

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.
 

Financial Planning | Can My Client Claim Frozen Embryos as Dependents?
April 30, 2024

Sophia Duffy, JD, CPA, AEP® takes a look at the issues of taxation and dependents and whether a current subject of many legal discussions – frozen embryos – can be claimed as dependents for tax purposes.

USA Today | Annuities Are Key to Retirement. So Why Are So Few of Us Buying Them?
May 1, 2024

Michael Finke, PhD, CFP® examines industry and public perspectives on annuity products and describes how, despite their negative reputation, they can be used responsibly as a part of a holistic financial plan.
 

ThinkAdvisor | Can You Beat My Score on This Retirement Literacy Test?
April 26, 2024

ThinkAdvisor reporter John Manganaro discusses his experience taking The College’s 2023 Retirement Income Literacy Quiz, his results, and the insights he gathered from examining the results of the accompanying Retirement Income Literacy Study.

The New York Times | A Wealth Shift That Could Leave Some Younger Americans Behind
April 28, 2024

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® takes a look at changing dynamics in the distribution of wealth and how millennials and other young Americans may face challenges in saving and preparing for eventual retirement.