Our expert faculty are frequent contributors to consumer-based media as well as to more scholarly academic publications. Keep current with recent developments in the retirement income planning field and check out the latest articles from the thought leaders who are part of the The American College New York Life Center for Retirement Income.
In 2016, several Social Security claiming strategies for couples were eliminated, and the result of this event caused advisors to rethink traditional withdrawal strategies. In this series of interviews, Michael Kitces shares his current perspective on the issue of claiming Social Security.
In a video interview with Curtis Cloke, CLTC, LUTCF, RICP®, Principal of Acuity Financial and Thrive University, and a regular contributor to the RICP® curriculum, we discuss a shortcut for determining retirement expenses.
In our new video playlist “The Complexity of Long-Term Care Planning,” Dr. Sandra Timmermann addresses three areas not often discussed: the costs to caregivers, the challenge of hiring quality care, and the importance of care coordination.
Occasionally a client has a universal life insurance policy that is not meeting expectations. When this happens, keeping the policy in force requires larger additional premiums than the client can afford or that would make sense based on the death benefit involved.
In this playlist, we have a series of lectures from Dr. Katy Votava, a nationally known expert on health care choices in retirement, discussing how financial advisors can help their clients address these issues.
Every summer, the New York Life Center for Retirement Income hires an intern funded by the New York Life Retired Managers Club. The summer 2015 intern, Thomas Mingey, wrote a blog post about retirement from the perspective of a 20-year-old college student.
As most advisors are well aware, two Social Security strategies that have been used by married and divorced couples were recently eliminated and each has a different grandfathering rule. Watch the webcast that discusses these rules and deadlines in depth.