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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.

Ready to Retire? 7 Things You Need to Do Now

May 31, 2013
Sheryl Nance-Nash

You’ve worked hard over many years and finally your retirement finish line is 3-to-6 months away. But don’t start exhaling just yet – there’s  still plenty of race left to run. Before you take one of the biggest steps of your life, make sure you read this list to understand what you need to do and why.

Retirement Delusion and an Indebted, Aging Population

May 13, 2013
Rebekah Coleman

Stephen Ellzey will be turning 59 next month, but his working career is far from over and any hope for retirement has since vanished. Ellzey, a development director for Access Monterey Peninsula, told that he “will have to work until they spread my ashes on the Pacific.”

The Best Money Advice from Mom

May 8, 2013
Geoff Williams

When we go to professionals like a financial adviser or accountant for advice, we aren't only consulting that person, if you think about it. We're all vessels of what we've learned throughout our lives.

The Future of Digital Assets: Is Google Your Next Estate Planner?

May 1, 2013
Jamie Hopkins

Wake up. Brush teeth. Check e-mail. Internet usage is a daily activity for almost 90% of the U.S. Internet users check their personal e-mail roughly 34 times per day. To give some perspective, the average American brushes their hair roughly 4 times per week, brushes their teeth 1.1 times per day, and only 20% of the population exercises daily.

6 Signs That You are Ready to Retire Early

April 16, 2013
Amy E. Buttell

Both the big picture and the fine details of your financial and emotional states are important to consider when assessing your readiness for early retirement. If you're not emotionally ready to quit working, you may not be ready to retire.

8 Smart Ways to Lower Your Taxes in Retirement

March 13, 2013
Steve Yoder

When you leave the workforce and give up a paycheck, life seems grand – endless free time, no more alarm clocks, and lower tax rates – or so it seems at first. Even if you’re raking in over a million dollars in retirement savings a year, you won’t have to pay Social Security and Medicare taxes, and some states don’t tax such income either.

Meeting the Retirement Income Needs of the Middle Market

March 1, 2013
Robert D. Shapiro

Help your clients avoid the consequences of poor planning for retirement.

Money Fix: Downsizing in Retirement

February 27, 2013
Sheryl Nance-Nash

Conventional wisdom says to downsize your home in retirement. Many have no choice. But downsizing isn't the best strategy for everybody. Profits can evaporate.

Retirement Strategies that Beat Father Time

December 1, 2012
Curtis V. Cloke

Deferred income annuities can be a powerful option in creating a successful retirement plan.

Charitable Retirement Planning for High-Capacity Clients

December 1, 2012
Phil Cubeta

Here are 12 strategies for forming your client’s charitable retirement plan.