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

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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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American College Launches Scholarships for African Americans, 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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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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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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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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New Thinking About Reverse Mortgages, Jeff Brown

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Retirement Security Concerns Rise Post-Election, Business Wire

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

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

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

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What Is Compound Interest?, John Divine

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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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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 Give Yourself A Midlife Insurance Audit, Jack Fehr

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FA Pay to Increase - If They Can Prove Their Value, Financial Advisor IQ

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How much money should I have saved by 30?, Amy Fontinelle

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Beyond the 401(k): New Research Shows Why You Need More Than One Source of Retirement Income, Forbes

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If We Love Pensions So Much, Why Do We Hate Annuities?, Forbes

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Power by the Tweet, Lindsay France

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What are longevity goals?, Bob French

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Do Millennials Need Life Insurance?, Carla Fried

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Focus on the Fundamentals: Despite Political Uncertainty, Advisers Suggest Staying the Course, Matt Golec

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Feature: The Financial Planning Mission, Jessica Guerin

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Most Americans Retire Too Early Despite Low Savings, Gary Halbert

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If you have health issues, is a reverse mortgage loan a good idea?, Rachel Hartman

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WSJ Wealth Adviser Briefing: Thoughts on Adviser Fees, Planning for Blended Families, Brian Hershberg

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8 Things Advisors Can Learn From Johnny Depp, John Hilton

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Trump could be fueling SRI, Andrew Holt

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How To Retire With 'Buckets' Of Money, Jamie Patrick Hopkins

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NRMLA’s 2017 Eastern Regional Meeting & Expo: Reverse Mortgages in a Time of Change, HousingWire Magazine

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Dodd-Frank repeal could lead to big changes for indexed annuities, Greg Iacurci

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Merrill Lynch may be positioning itself for more commission flexibility in the future, Greg Iacurci

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The Best Blogs for Financial Advisors to Read in 2017, Investopedia

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Postelection, financial advisers, retirees feeling both fretful and optimistic, Carolyn Kaster

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Make Love, Not War? How Financial Advisors Decide When To Collaborate, Paul Katzeff

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Some Financial Advisors' Pay Is About To Rise — Is Yours?, Paul Katzeff

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Steps 49% Of Financial Advisors Are Urging Clients To Take As Trump Takes Office, Paul Katzeff

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Trump’s Newest Ban: Implementing the DOL Fiduciary Rule, Jennifer Kelly

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What to know to add a spouse to a reverse mortgage loan, Marilyn Kennedy Melia

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Weekend Reading for Financial Planners (Feb 4-5), Michael Kitces

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Jocelyn Wright: Strengthening Financial Services Through Diversity, Maribeth Kuzmeski

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Hybrid Insurance Policies Gaining Steam, Eleanor Laise

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5 Ways to Break Out of an Investment Rut in 2017, Rebecca Lake

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Donald Trump's Fed: Same as the old Fed?, Paul R. La Monica

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When you shouldn't listen to the boss, Ed Leefeldt

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American College Starts Black Broker Scholarship Program, Janet Levaux

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Advisors Don’t Need to Abandon Small Accounts, David Lyon

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What, Me Worry? Why This Obamacare Business Doesn't Fear The Future, Robb Mandelbaum

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All Eyes On Potential Washington Policy Reforms, John Manganaro

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Dodd-Frank Repeal Battle Parallels Fiduciary Fight, John Manganaro

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Industry Leaders Aim To Increase Number of African American Advisers, John Manganaro

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What goes up, Erik J. Martin

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How Will Robo-Advisors Do in a Recession?, Chris Metinko

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Investor Optimism Reigns Ahead of Trump Inauguration, Chris Metinko

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Millennials and Baby Boomers Have Been Feeling Different Since the Election, Chris Metinko

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Why Americans Would Rather Go to the DMV Than Review Their Retirement Plans, Chris Metinko

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Column: The dangers of cutting future retirement benefits for the young, Mark Miller

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Life Insurance in Retirement: Who Needs It?, Mark Miller

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The Rising Cost of $1 in Retirement Income, Mark Miller

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Low Returns, Longevity Mean Greater Retirement Savings Rate Needed, Rebecca Moore

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Advisors Find Shifting Retirement Concerns Post-Election, NAPA Net

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Making Sense of Financial Advisor Designations, NASDAQ

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How will the Trump Executive Order on Obamacare Impact Your Small Business?, Daryl Nerl

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The Comprehensive Guide to an Early Retirement, Elizabeth O'Brien

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Choose the Right Contribution Rate for Your 401(k), Brian O'Connell

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Trump's Military Spending Should Have Defense ETFs on the March, Brian O'Connell

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With Rising Rates, Is It a Bullish Or Bearish Outlook For Small Cap ETFs?, Brian O'Connell

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

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Social Security’s math is changing — here’s what to look for: Retirement Scan, On Wall Street

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401(k) Rollover Considerations, Pension Parameters

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How widows can avoid a cash crunch after the death of a spouse by planning ahead, Jennie L. Phipps

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The best way to invest money you may not ever need, Jennie L. Phipps