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The American College of Financial Services

Setting the standard since 1927.

The American College of Financial Services is a nonprofit educational institution with the highest level of academic accreditation, dedicated to creating leaders within the financial services profession through superior instruction.

The College is distinguished by resources of the highest quality, innovation in program delivery and design, and proven results that create sustainable advantages for our students.

Serving as a valued business partner to banks, brokerage firms, insurance companies and others since 1927, The American College of Financial Services has assembled a faculty of the foremost thought leaders in financial services to help advisors and their clients succeed. The College is the place to turn for solutions to complex financial issues.

Posts by The American College of Financial Services

Financial Planning

Silver Divorce and Retirement Income Planning: IRA and 401k Assets

Divorcees on the brink of retirement – or already retired – want smart advice and support for retirement income planning. This niche population, doubled in size since 1990, is...

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Retirement

Common Client Retirement Mistakes & More

As Americans become more aware of the need to develop sound retirement plans, the financial services profession is responding by making an increased effort to get educated on...

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Retirement

Silver Divorce: Retirement Income Planning for Late Life Divorcees

Silver divorce – divorce among adults aged 50 and older – is booming. A study by the National Center for Family and Marriage Research at Bowling Green State University shows...

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DOL

DOL Proposes To Delay Fiduciary Rule For 60 Days

The U.S. Department of Labor proposed Wednesday to delay the implementation deadline of its rule regarding fiduciary duty in retirement savings advice by 60 days.

The first...

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DOL

The DOL Rule’s Influence on Financial Services: Insights from an Expert

In a year where the Department of Labor’s fiduciary rule has substantially influenced financial services news and conversations, financial planners may feel more confused than...

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DOL

What 2017 Means for the DOL Rule: An Expert Weighs-In

The U.S. Department of Labor’s fiduciary  rule, revered by some financial services experts as a revolutionary shift within the profession  and reviled by others has an...

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Retirement

The Financial Advisor’s Guide to Helping Senior Clients Select Medicare Benefits

When was the last time you researched Medicare benefit options for your clients? Upon their 65th birthday, retirees must make critical choices regarding coverage that can...

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Retirement

Follow the Rules to Leverage Important Benefits of Medicare for Your Clients

A 65-year-old couple can expect to pay around $260,000 in medical costs during retirement, and advisors should be ready to help clients prepare for this expense by taking...

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Retirement

Explaining and Optimizing Military Clients’ New Retirement Benefit Options

For the first time in history, military personnel who don’t reach the traditional 20-year service milestone will be entitled to retirement benefits. Starting January 2018,...

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