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Submissions from 2017

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Our Top New Year’s Resolutions for Insurance, Laura Adams

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CAHU Fights For You: Summit May 8-10, Victoria Alexander

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New Products and Correspondent Investor; Can Conventional Lenders do Reverse Mortgages Correctly?, All Daily News

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Ditch the 4 percent rule. Here's how to handle your retirement withdrawals, Tom Anderson

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That '4 percent rule' could spell trouble for early retirees, Tom Anderson

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Why this works better than the 4 percent rule for retirees, Tom Anderson

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10 Retirement Blogs Worth Reading, Dana Anspach

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Philly region spawns two new 'private-label' robo-advisers, Erin E. Arvedlund

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Wharton's Olivia Mitchell hosts a retirement conference and -- surprise! -- the research is 'depressing', Erin E. Arvedlund

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Taxes can be a real threat to client retirement plans: Retirement Scan, Bank Investment Consultant

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How Reverse Mortgages Can Fill the Retirement Income Gap, Lee Barney

Participants Should Brace for Lower Returns, Lee Barney

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Reverse Mortgages As a Source of Retirement Income, Lee Barney

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American College Launches Scholarships for African Americans, Barron's

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Lower Returns Require Lots More Savings, Barron's

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Belief in an Investing Strategy Comes First and Then Evidence Follows, Rob Bennett

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Efforts Aim To Double Number Of African-American Advisors, Jerilyn Klien Bier

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Financial services group looks to grow membership, LeAnn Bjerken

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Foundation offers scholarships for retirement workshop, David Blanchette

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What Student Loan Borrowers Must Know About the Navient Lawsuit, Thomas H. Blanton

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Why the Fiduciary Rule for Retirement Savers Is Here to Stay, Sandra Block

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2017 Military Spouse Friendly Schools, Ian Blyth

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Julie Ragatz on PBS Nightly Business Report, Contessa Brewer and Tyler Mathisen

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What's your retirement IQ? For most, it's lousy, Rodney Brooks

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4 Tips to Keep Your Investments in Balance, Jeff Brown

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8 Investing Tips for New College Grads, Jeff Brown

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Diversification Is Not Always Enough, Jeff Brown

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How to Bet Against Stocks, Jeff Brown

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Is It Time to Dump Fossil-Free Funds?, Jeff Brown

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Is the Income Replacement Ratio Obsolete?, Jeff Brown

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New Thinking About Reverse Mortgages, Jeff Brown

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Stock Investors Find Safety in Low Interest Rates, Jeff Brown

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Failing to Plan is Planning to Fail…, Kevin Burger

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National Council on Aging Research Highlights Need for Greater Awareness of Home Equity Products Among Older Homeowners and Financial Advisors, BusinessWire

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Retirement Security Concerns Rise Post-Election, Business Wire

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Do professional designations matter?, Jeff Camarda

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Don't Make This Social Security Mistake, Todd Campbell

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This Confirms Our Worst Fear: 74% of Seniors Failed a Basic Financial Literacy Quiz, Todd Campbell

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Community Foundation offers how-to to area charities, Cape Coral Daily Breeze

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Faith Presbyterian Church to host Professional Financial Advisors Lunch & Learn Thursday, Cape Coral Daily Breeze

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10 Skills the Best Investors Have, Lou Carlozo

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8 Sports Companies to Game the Stock Market, Lou Carlozo

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8 Times When You Should Sell a Stock, Lou Carlozo

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8 Unsexy Stocks With Super-Sexy Returns, Lou Carlozo

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8 Winners and Losers in a Rising Interest Rate Environment, Lou Carlozo

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America's Best Investors Love Value Stocks, Lou Carlozo

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Bank Stocks Beyond the Post-Election Bounce, Lou Carlozo

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Can Celebrity Pundits Predict the Profitable?, Lou Carlozo

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How to Become a Great Value Investor, Lou Carlozo

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How to Buy Sky-High Stocks, Lou Carlozo

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Pros, Cons of Overvalued Stocks, Lou Carlozo

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What the New Investment Fiduciary Rule Means for You, Lou Carlozo

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Do Dividend-Paying Stocks Still Make Sense?, Debbie Carlson

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Exclusive Interview with Wade Pfau: Distribution Strategy Just as Important as Savings, Christopher Carosa

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The #1 Retirement Saving Goal for People in Their 20s and the Most Useful Strategy to Get There, Christopher Carosa

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The #1 Retirement Saving Goal for Teens and Children and the Most Useful Strategy to Get There, Christopher Carosa

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The Federal Reserve May Have Just Ruined Your Household Finances -- Use These Top Tips to Survive, Ellen Chang

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Promoting and Retaining Diversity in Financial Services, Maya Chung

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NBC 10 at Issue April 2, 2017, Erin Coleman

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Wall Street Journal Investment Observer Wary Of Bitcoin IRA, Lester Coleman

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Colliton: Many skills needed for effective elder counseling, Janet M. Colliton

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Conditions fertile for annuities if industry can connect with investors, Evan Cooper

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Taking on Wall St: How an Australian CPA beat the Street, Adam Courtenay

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The Retirement Disconnect: Five Misperceptions That Can Significantly Impact Your Financial Future, Crain's New York Business

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Community Foundation of Boone County Makes its Largest Donation Yet, Current in Zionsville

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How to Invest During Trump's Presidency (CNX,AET,EYH,GLT), Mark P. Cussen

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How to Manage Your Digital Estate Plan, Veronica Dagher

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Retire With MONEY: Focus on What You Can Control, Karen Damato

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How Trump's Tax Overhaul Could Affect Your 401(k), Brittany De Lea

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What You Need to Know if You Miss the Tax Deadline, Brittany De Lea

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American College Expands Worldwide, Karen Demasters

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DOL Rule Is Seismic Shift For Advisors, Karen Demasters

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Here's just how much money an average 25-year-old today will actually need by retirement, James Dennin

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Tickets and Auto Insurance Rates: What's Fact or Fiction Regarding Moving Violations, Nick DiUlio

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7 Warning Signs Your Stock Might Be Faking its Numbers, John Divine

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How Much Should You Save for Retirement?, John Divine

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How to Brace for a Market Pullback, John Divine

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Nature vs. Nurture: What Makes a Great Investor?, John Divine

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Quiz reveals lack of financial literacy, John Divine

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Should You Invest in Apple (AAPL) Stock?, John Divine

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Stock Profile: Weight Watchers' Rally Won't Last, John Divine

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The Best Penny Stocks to Buy? There Aren't Any., John Divine

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The Best Ways to Value a Stock, John Divine

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What Is Compound Interest?, John Divine

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Barely A Quarter Of Americans Are Financially Literate, Robert Donachie

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“Estate Planning” Needs an Extreme Makeover, Charlie Douglas

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Holy Dow 20K and President Trump: What it Means for Your Retirement, Casey Dowd

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What Baby Boomers Need to Know About Rising Interest Rates, Casey Dowd

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Companies, colleges using open-source platforms for financial literacy, Robert Downen

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Reverse Mortgage Part of Financial Planning, Jim Doyle

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6 best times when annuities make a good investment fit, Dana Dratch

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Trump Orders Review of Dodd-Frank, Repeal of Fiduciary Rule (GS), Deborah Dsouza

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How to Become a Chief Executive Officer, EarnMyDegree.com

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Second-Annual Reverse Mortgage Education Week to Raise Product Awareness, Elizabeth Ecker

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‘Aging in America’ Report: On Money, Work and Finding Purpose, Richard Eisenberg

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62% of retirement-age Americans can't answer this question about retirement, Kathleen Elkins

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12 Ways to Save for Retirement if You Don’t Have a 401(k), Megan Elliott

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Failing at Retirement: 11 Mistakes Baby Boomers Are Making, Megan Elliott

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New survey shows retirees want to stay in their homes, Fairfax County Times

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How To Give Yourself A Midlife Insurance Audit, Jack Fehr