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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.

4 Things to Do If Your 401k Fees are Out of Control

November 23, 2013
By:
Curtis Tate

Investing in a 401k is critical to financial success after one’s employed life ends. Getting the most value of your dollar is key, and having an employer give generous contribution matches is also of the essence. But what if the plan you have access to isn’t all that great?

The Top 4 Benefits of Using Life Insurance in Retirement Planning

November 15, 2013
By:
David Littell
C.W. Copeland

Getting clients focused directly on their need for life insurance is often difficult. Life insurance sales are often tied to discussions of other financial goals, like selling a business through a buy-sell agreement or as a source of funding for estate taxes.

What is RICP and why Should Retirees Care?

November 12, 2013
By:
David Littell

Why should retirees care about the Retirement Income Certified Professional® (RICP®) designation? Every day, more than 10,000 baby boomers hit retirement age. Many Americans expect to live a long time in retirement, but most don't have pensions to rely on the way their parents did.

A New Breed of Financial Advisor Takes Off

November 12, 2013
By:
Laura Shin

Earlier this year, when Charles vonLindenberg was considering his retirement, he was certain he wanted to start his Social Security benefit when he was first eligible — at his current age, 62.

Thinking Long Term

November 11, 2013
By:
Amy Feldman

For Lana Leger, 72, a retiree in Naples, Fla., it was her mother's illness that prompted her to think about long-term care insurance. When Leger was in her late 50s, her aging mother needed help. She eventually wound up in a home where she died, peacefully, after requesting her little Christmas tree be lit up.

How to Grow Your Business: Tips for Financial Advisors

November 8, 2013
By:
Paul Katzeff

Taddei, Ludwig & Associates, a wealth advisory firm in San Rafael, California, has seen its profits soar by about 50% in the past year. The secret to its heightened success? No more Mr. Nice Guy. Clients with more assets and more complex needs receive more attention.

New Retirement Income Designation Attracts Thousands of Advisers

October 31, 2013
By:
Mary Beth Franklin

One of the first blogs I ever wrote for InvestmentNews back in early 2012 discussed the need for a retirement income designation. As many of my readers know, I firmly believe that retirement income planning requires different skills and tools than those used in the accumulation phase.

What Retirement Experts Lack: Expertise

October 29, 2013
By:
Anne Tergesen

Looking for a financial adviser to help you convert your savings into retirement income? With the boomers in or near retirement, more advisers are earning credentials as retirement specialists. But with a bewildering array of such designations currently in use the use of senior designations is extremely confusing for consumers.

When Working Longer is the Best Option

October 27, 2013
By:
Jamie Hopkins
David Littell

Allen McLellan, a retired financial adviser and faculty member at The American College, tells the story of one of his former clients, who was not financially ready to retire but desperate to get out of a workplace because she was sick of her bosses and office politics.

Ask the Experts: Policy Changes for a Brighter Retirement

September 9, 2013
By:
John Kiernan

We’ve all heard there’s something of a perfect storm brewing on the retirement front, what with the U.S. population aging rapidly, Congress preoccupied with partisan politics, and the Great Recession wreaking havoc on our net worth.  But do those of us who aren’t facing imminent retirement really care?

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