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News & Blog

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.

Tips for Managing Clients' Health Care Expenses in Retirement

March 27, 2017
By:
Jamie Hopkins

Survey after survey shows that health care expenses in retirement are a top concern for clients, and financial advisers are finally taking notice. According to a 2017 Survey conducted by The American College of Financial Services, advisers reported that health care expenses topped the list of concerns of their retired clients.

Do Millennials Need Life Insurance?

March 21, 2017
By:
Carla Fried

Given the long list of financial worries facing twenty-somethings, you’d think life insurance would be at the bottom of the list. But some experts think it’s a foundational piece of your financial plan. Life insurance is typically the last thing millennials focus on. They are much more concerned about budgeting and paying off debts.

Choose the Right Contribution Rate for Your 401(k)

March 20, 2017
By:
Brian O'Connell

There's really no getting around it – choosing the optimal 401(k) contribution rate is serious business – akin to laying the foundation of a new home, or planning a household budget before raising a family. Your 401(k) contribution rate will set the financial tone for your retirement plan growth.

How to Manage Your Digital Estate Plan

March 20, 2017
By:
Veronica Dagher

Jamie Hopkins discusses the concept of digital assets and how you can best digitally manage your estate.

Interview with Jamie Hopkins

March 19, 2017
By:
George Spencer

Jamie Hopkins discusses money mistakes and tips, retirement, the importance of having a plan, and rising interest rates.

How To Retire With 'Buckets' Of Money

March 13, 2017
By:
Jamie Hopkins

One of the age old retirement questions is how much money do I need to have saved for a successful retirement? Is it $1 million? $2 million? Or even more? However, there is no magic retirement savings number.

Merrill Lynch May be Positioning Itself for More Commission Flexibility in the Future

March 10, 2017
By:
Greg Iacurci

Merrill Lynch's announcement last week that it may offer commissions in retail retirement accounts in limited circumstances may be an indication that it is giving itself some flexibility in case the Department of Labor's fiduciary rule is repealed, according to some observers.

NRMLA Eastern Conference to Focus on Women, Industry Change

March 8, 2017
By:
Alex Spanko

This year’s National Reverse Mortgage Lenders Association Eastern Regional Meeting and Expo will focus on the winds of change swirling around the reverse mortgage industry, from regulatory uncertainty to a growing focus on women as potential borrowers.

Under President Trump's Direction DOL Moves To Delay Fiduciary Rule

March 1, 2017
By:
Jamie Hopkins

The Department of Labor (DOL) announced today that it is moving forward, under the direction of President Trump, with its efforts to delay the applicability date of the new fiduciary rule, which was designed to require all financial advisors providing investment advice regarding retirement savings to act in the best interest of their clients.

Taking an Early Reverse Mortgage Could be Beneficial

February 24, 2017
By:
Anna Sobrevinas

Many retirees wait longer to take a reverse mortgage, but rising interest rates could make younger retirees reconsider, according to a recent Wall Street Journal report. Interest rates tend to go up with inflation, and having a reverse mortgage credit line now could be a good investment, the Journal reported.

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