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The College

Retirement and Education Planning Sessions at AICPA Engage 2019

On June 10th and June 11th, Professors of The American College will be attending the AICPA Engage 2019 conference in Las Vegas, Nevada. Founded in 1887, the American Institute...

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Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning

Life insurance in estate planning needs a fresh look. Instead of assuming the use of an irrevocable life insurance trust (ILIT) as the default estate planning approach, we...

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6 Factors Affecting Actual Retirement Age

Retirement planning age assumptions often differ from individuals’ actual retirement ages. And this gap in time needs to be anticipated in the financial planning process.

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Financial Planning

The Five Financial Fraud Languages to Listen For

Investment fraud constitutes a major problem in the United States. In 2017, the Securities and Exchange Commission ordered more than $2.9 billion in disgorgement from...

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10 Rules of Survival When Working With a Team and Planning a Client’s Legacy

In order to guide clients and help them reach their philanthropic goals, you need to understand the inner-workings of the planning process. Below are 10 rules for survival you...

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Financial Planning, Insurance

The Importance of End-of-Life Planning

For advisors who provide insurance and risk management to individuals and families, a growing area of interest is end-of-life planning. This topic has garnered public attention...

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Financial Planning, Philanthropy

Philanthropy, Assets Under Management and the Business Case for Investment Advisors

Often investment advisors are held back in serving the client's philanthropic inclinations by the fear – partly justified – that significant gifts to charity will come at the...

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The College

The Jack Bogle Legacy: The American College Remembers Former Trustee and Industry Icon

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...

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Financial Planning, The College

The Value of Designations: The Client's Perspective

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...

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