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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.

Tax Reform Sparks Interest In Life Insurance and Secondary Markets

February 20, 2018
By:
Jamie Hopkins

With many Americans reviewing their financial situation after the passage of the Tax Cuts and Jobs Act, it is important that any life insurance needs are also reviewed at this time. The reality is that many people do not think about life insurance as a financial asset and don’t review their life insurance needs frequently enough.

The Major Retirement Planning Mistakes

February 19, 2018

Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees.

How Do You Really Know How You're Doing for Retirement?

February 12, 2018
By:
Phil Simonides

One of the most common questions advisers get from clients about their retirement plans or investment portfolios is: How am I doing? The root of that question could speak to how individuals are tracking against their goals, how they’re tracking against their peers, or a combination of the two.

New Tax Law: 8 Smart Tax Strategies for Retirees

February 12, 2018
By:
Rachel L. Sheedy

The federal tax code is undergoing its first significant makeover in 30 years. The new tax law, most of it effective just days after President Trump signed it right before Christmas, installs a bevy of changes, some sweeping, some tweaking.

Investing in 2018: Stocks vs. Bonds

February 12, 2018
By:
Meghan Streit

Conventional wisdom used to be that as people got older, they moved assets out of the stock market into more conservative investments like bonds. But the most recent data from the Federal Reserve shows that today’s retirees aren’t necessarily following that guidance.

Interview with Jamie Hopkins: Market Volatility

February 11, 2018
By:
Erin Coleman

Professor Jamie Hopkins discusses market volatility on NBC Philadelphia.

Tax Bill's Implications for Retirement Planning

February 8, 2018
By:
Jamie Hopkins

The Tax Cuts and Jobs Act, passed into law in late 2017 and mainly taking effect in 2018, will be transformative for many Americans and businesses. For the most part, tax laws relating to retirement plans and retirement planning were left alone, with no major modifications.

As Bitcoin Falls, Investors Flock Instead to Blockchain ETFs

February 5, 2018
By:
John Kinsellagh

Now, investor cash is starting to flow into the exchange-traded funds (ETF) business related to blockchain, the technology that drives cryptocurrencies. Investors poured $240 million into two new blockchain ETFs launched on Jan. 17.

How to Educate Financial Advisors About the New Reverse Mortgage

February 4, 2018
By:
Jessica Guerin

For the last several years, there has been a major industry-wide push to spread awareness among the financial advisor community about how reverse mortgages can be a powerful tool in retirement planning. But recent changes to the product that lower principal limits and change mortgage premiums have some worried that the HECM has lost its appeal among financial advisors.

Ignoring Blockchain ETFs Will Not Make Them Go Away

February 1, 2018
By:
Ed Silverstein

Financial advisors should be watching blockchain technology carefully given the growing interest by investors in new exchange traded funds in the sector. Advisors need to provide more specific knowledge to investors about the technology and realize that regulators appear more interested in the industry, too, according to specialists in the field.

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