Retirement Planning
Integrating Work into a Retirement Plan: Some Considerations (Journal Article)
This article appeared in the May 2020 Journal of Financial Service Professionals.
Retirement Planning
Is a 401(k) Loan in the Client’s Best Interest? (Journal Article)
This article appeared in the July 2019 Journal of Financial Service Professionals.
Practice Management
Is that Retirement Calculator Right for Your Client? (Journal Article)
This article appeared in the September 2018 Journal of Financial Service Professionals.
Accounting & Tax Planning
Journal of Financial Service Professionals (1 Year Subscription)
The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]
Practice Management
This article appeared in the March 2020 Journal of Financial Service Professionals.
Retirement Planning
This article appeared in the May 2018 Journal of Financial Service Professionals.
Practice Management
This article appeared in the July 2020 Journal of Financial Service Professionals.
Retirement Planning
Required Minimum Distribution Rules after the SECURE Act (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
Health Insurance
This article appeared in the January 2018 Journal of Financial Service Professionals.
Retirement Planning
This article appeared in the November 2018 Journal of Financial Service Professionals.
Life Insurance & Annuities
This article appeared in the March 2019 Journal of Financial Service Professionals.
Retirement Planning
Retirement Planning in a Riskier World: A Case Study to Longevity Planning (FSP Archived Webinar)
Program Overview New risks emerge when clients transition from the workforce to retirement. Financial buffers that existed from employer-sponsored plans are no longer accessible. Clients must make broadly irreversible decisions that impact their income for the rest of their lives. Risks that clients didn’t have to plan for while they earned an income are now [...]