The Impact of Retirement Age Uncertainty on Retirement Outcomes study encourages planners to consider modeling early retirement to ensure clients are prepared.
Read More
A famous quote also serves well as the headline for what embodies the spirit of the index fund:
"Don't look for the needle in the haystack. Just buy the haystack."
The man who...
Consumers turn to financial services professionals for financial well-being, but how do clients ultimately decide which advisors and planners they can trust?
A 2018 study, The...
A 2018 Fidelity Charitable study found that more than 75% of entrepreneurs affirm that charitable giving is a critical part of who they are. Additionally, the median charitable...
In a previous post, we discussed the stark contrast between the traditional economic rationale and bounded rationality. With bounded rationality, consumers can make an optimal...
Making a sandwich is easy. Making a perfect sandwich? Not so much. Standard economics assumes people make rational, utility-maximizing, optimal choices. But, how can we reconcile...
With many Americans reviewing their financial situation after the passage of the Tax Cuts and Jobs Act, it is important that any life insurance needs are also reviewed at this...
Five of the brightest young minds in financial services were awarded the 2018 Millennial Financial Services Professional Award by The American College of Financial Services. This...
Reginald N. Rabjohns, CLU®, ChFC®, alumnus, benefactor, and friend of The American College of Financial Services, is the 77th annual recipient of the John Newton Russell Memorial...
The competitive landscape for life insurance is prevalent and advisors need to seek out ways to differentiate their professional offerings.
In a previous blog post, adjunct...
