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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.

All Eyes On Potential Washington Policy Reforms

January 19, 2017
John Manganaro

A new survey by the American College of Financial Services shows health care and Social Security are among the top concerns of investors; many of them are eyeing Washington warily.

How Much Money Should I Have Saved by 30?

January 18, 2017
Amy Fontinelle

Most of us merely guess when answering the question "how much money should I have saved by 30." The problem is, it's difficult to account for personal factors such as health, life expectancy or retirement lifestyle in the future.

10 Important Client Considerations with 401(k) Rollovers

January 12, 2017
Jamie Hopkins

A tremendous amount of money flows from 401(k)s to IRAs every year through rollovers as individuals retire, switch jobs or just consolidate their wealth. Financial advisers are eager to serve this marketplace due to the opportunity involved.

5 Social Security Changes to Watch for in 2017

January 10, 2017
Teo Spengler

In the coming year, you’ll see more Social Security tweaks. It pays to stay abreast of them when doing your financial planning. However, 2017 might also hold bigger changes than usual, as President-elect Donald Trump and congressional Republicans weigh on Social Security.

This Is What Happens To 401(k) Assets When Americans Retire

January 5, 2017
Jamie Hopkins

Upon retirement, individuals must make a number of decisions within a relatively short period of time. One of the most important decisions concerns the management of assets in their employer-sponsored 401(k) retirement plan.

IRS: Here’s When You Can Begin Filing Your 2016 Taxes

January 5, 2017
Roger Yu

The Internal Revenue Service said Thursday it expects to hold tax refunds for taxpayers this year claiming the earned income tax credit and the additional child tax credit until Feb. 15 to give the agency more time to detect fraud.

Must-Read Reverse Mortgage Financial Planning Articles You Need This Year

January 4, 2017
Jason Oliva

Reverse mortgage news coverage continued in 2016, with both mainstream media outlets and professional trade publications coming around to the idea of using home equity for financial planning purposes. And for good reason, too.

The Ultimate Guide to Estate Planning

January 1, 2017
Jeff Reeves

The phrase "estate planning" may sound like an exercise for the very rich, but thanks to the complicated nature of the U.S. legal system, even people with modest assets need a written document, or will, that specifies how those assets will be distributed upon their death.

The Complexity of Long-Term Care Planning

December 22, 2016
David Littell

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.

12 Expert Financial Planning Tips for 2017

December 22, 2016

Professor Jamie Hopkins asked 12 leading financial planners and professors at The American College of Financial Services to give their tips for helping your clients secure an optimal financial outlook. These faculty members possess in-depth knowledge in all key financial planning areas and educate thousands of financial services professionals every year.