Retirement Planning
How Congress Might Slow the Growth of Social Security Benefits (Journal Article)
This article appeared in the March 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
How to Grow Your Practice and Serve Your Clients Using Life Settlements (FSPgo On-Demand Webinar)
Program Overview A life settlement can often be the solution your clients need as they plan for retirement or are faced with medical expenses. From the growing retirement savings gap to the senior health care/long-term care funding crisis, seniors should be aware of all their financial options and advisors should be prepared to lead an [...]
Planning for Business Owners
Impact of the CARES Act on Individuals and Businesses (FSPgo On-Demand Webinar)
The new economic relief package has a wide-ranging impact on individuals and businesses. From relief payments to forgivable loans, delayed RMDs, special funding for healthcare, unemployment provisions and business incentives, learn what the CARES Act offers and how it might affect your business or clients. Speaker: Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP® [...]
Program Overview Financial and societal shifts in planning (including estate tax changes and demographic trends have caused estate planning to be a part more and more of the overall retirement planning process. This session explores the reasons for this shift and its exceptions, and then offers tangible ways professional advisors can integrate estate planning into [...]
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.