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Financial Planning

News and Events that Profoundly Impacted Financial Services in 2016

The most significant event of 2016 was arguably the U.S. presidential election. Aftereffects have immediately and materially impacted the financial sector and will continue to...

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Retirement

Will the Long-Term Care Insurance Revival Affect Your Retirement Income Advice?

Long-term care insurance (LTC) has suffered a decimating blow in recent years. Stories of non-payment to policyholders, rising plan costs, and bankrupt carriers have plagued...

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The College

Building Professionalism at The College For 90 Years And Counting

Encapsulating the dream of Dr. Solomon S. Huebner, who founded what is known today as The American College of Financial Services, could be done in one word: professionalism. 

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Financial Planning

Make Goal-setting a 2017 Resolution and Watch Your Practice Grow

Goal-setting is an important exercise in defining the direction and outcomes of your business practice. Professionals and companies who set and document defined goals are more...

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Financial Planning

How To Use Special Needs Trusts to Serve Families in Need

Nearly 60 million Americans are living with a disability, 6.5 million of whom are children and young adults that will require the support of a caregiver throughout their...

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The College

Faculty Spotlight: Dr. Wade D. Pfau, PhD, CFA®

Dr. Wade D. Pfau, CFA®, is the Professor of Retirement Income in the PhD in Financial and Retirement Planning program at The American College of Financial Services. Expert in...

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Financial Planning

Financial Advisors: 4 Steps for Prospecting within the Philanthropic Community

When questioning how they can increase revenue, many advisors have heard the phrases “see more people” and “see better people,” especially if they’re familiar with the Al...

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Retirement

Stop Financial Elder Abuse with Ethical and Educated Retirement Income Planning

Beyond bear market possibilities, implications of the DOL's fiduciary rule, and how to create a retirement income strategy that provides sustainable income, financial advisors...

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Retirement

How Much of Your Client’s Retirement Income Should Be From a 401k?

As fewer retirees receive retirement income from traditional pension plans, the role of 401(k) plans is becoming more important. Assets in defined contribution plans comprise...

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