Transitioning to Fee-based Financial Planning: Story From the Field

Hear the story of an advisor who successfully transitioned his firm from a
traditional model that focused on selling investment products to a fee-based
financial planning practice.

The Guide to Being a Successful Retirement Income Planner

As a retirement income planner, you’re responsible for your clients’ futures.

The 18 Risks of Retirement Income Planning

Know your clients. Know their risks.

10 Tips for Helping Your Retired Clients Manage Health Care Expenses

Learn how to help clients overcome the burden of rising health care costs. In this webcast replay, Professor David Littell explains how to budget for and navigate the profound challenges of health care expenses.

The Psychology of Retirement Income Satisfaction

A retiree’s income satisfaction does not have a linear relationship with the amount of wealth he or she has saved for retirement, according to Dr. Michael Finke, Chief Academic Officer and Dean of The American College of Financial Services.