In the News

In the News

 

Follow

Submissions from 2017

Link

Stock-Market Highs Pose Vexing Questions for the Soon-to-Be Retired, Lucinda Shen

Link

#ReutersWealth Results, Alex Shippee

Link

Before You Pay for Financial Advice, Read This Guide, Tara Siegel Bernard

Link

Americans Get an 'F' on Retirement Planning, Javier Simon

Link

Older Americans in Urgent Need of Retirement Income Education, Javier Simon

Link

Running the numbers, Donna Skeels Cygan

Link

A special need for financial advice, Liz Skinner

Link

How will rising interest rates affect reverse mortgages?, Ryan Smith

Link

Taking an early reverse mortgage could be beneficial, Anna Sobrevinas

Link

‘We’re not ready to sell; we want to fix up the house’: 4 ways to deal, Gill South

Link

The Best Investment Advice for Every Decade of Your Life, Alison Southwick and Robert Brokamp

Link

Any Federal Financial Reform Will Be Slow, Professor Tells NRMLA, Alex Spanko

Link

Balancing Regulatory Risks and Rewards When Working with Financial Advisors, Alex Spanko

Link

CBO’s Crystal Ball to 2047: Older Population, Higher Interest Rates, Alex Spanko

Link

CNBC: Reverse Mortgages Aren’t for the “Stupid”, Alex Spanko

Link

Cordray Seeks CFPB Board’s Help to Spread Reverse Mortgage Warnings, Alex Spanko

Link

Data Key to Financial Planners’ Reverse Mortgage Perceptions, Alex Spanko

Link

Fed Raises Interest Rates for Second Time in 2017, Alex Spanko

Link

Financial Planners Continue to Dispute CFPB Report on Reverse Mortgages, Alex Spanko

Link

Fox Business Presents Handy Reverse Mortgage Q&A, Alex Spanko

Link

NRMLA Eastern Conference to Focus on Women, Industry Change, Alex Spanko

Link

PBS Program Takes Deep Dive into Reverse Mortgages, Alex Spanko

Link

Pfau Advocates for Reverse Mortgages in Forbes, Alex Spanko

Link

Rate Hike to Have Mixed Effect on Reverse Mortgages, Alex Spanko

Link

Reactions to Trump’s Budget in Reverse Mortgages and Beyond, Alex Spanko

Link

Researchers Look into Reverse Mortgage Crystal Ball, Alex Spanko

Link

Retirement Researcher Questions CFPB’s Reverse Mortgage Warning, Alex Spanko

Link

Reverse Mortgage Must-Reads: MMI Fund’s Fate, AAG Moves Forward, Alex Spanko

Link

Reverse Mortgage Professionals Correct the Record on N.Y. Times Piece, Alex Spanko

Link

Reverse Mortgage Researcher Pfau Weighs in on New HUD Regulations, Alex Spanko

Link

With “Gray Divorce” on the Rise, Reverse Mortgage Lenders See Opportunity, Alex Spanko

Link

WSJ: Reverse Morgage Credit Lines Appealing to Younger Borrowers, Alex Spanko

Link

WSJ: Standby Reverse Mortgage ‘Less Appealing’ After October 2, Alex Spanko

Link

NBC 10 at Issue, George Spencer

Link

5 Social Security Changes to Watch for in 2017, Teo Spengler

Link

8 College Repay Plans – and Counting, Squared Away Blog

Link

IRA investing for beginners: First steps for nervous novices, Sheyna Steiner

Link

Trump Can’t Stop the Retirement Revolution, Ben Steverman

Link

Argument No. 1,863 For More 401k Financial Wellness, John Sullivan

Link

How Did Women Score In A Basic Retirement Income Quiz?, John Sullivan

Link

Ridiculously Bad Advice On The 4 Percent Retirement Rule, John Sullivan

Link

Is a Reverse Mortgage Right for You?, Kristi Sullivan

Link

This 'To' Target Date Fund Serves A Lifetime, And Is The Most Prudent, Ronald Surz

Link

V For Victory In Target Date Fund Glidepaths, Ronald Surz

Link

14 basic tips for investing in 2017, Telemundo

Link

Dow 20000: Time to Get In, or Time to Sell?, Anne Tergesen

Link

Dow 20000: Time to Get In, or Time to Sell?, Anne Tergesen

Link

How to Monitor Your Retirement Readiness, Anne Tergesen

Link

If You’re Behind on Retirement Savings, Here’s How to Catch Up, Anne Tergesen

Link

In Retirement, It’s Save Now or Pay (a Lot) Later, Anne Tergesen

Link

UPDATE: Try these quick calculations to see if you have enough to retire, Anne Tergesen

Link

WMCP: An interview with Kris Venne, The Big Picture

Link

Know What Medicare and Medicaid Won’t Cover When it Comes to Long-Term Care, The Cavalier Strategy

Link

Financing longevity, The Economist

Link

NRMLA News, The Reverse Review

Link

NRMLA News, The Reverse Review

Link

Wade Phau’s New How-To, The Reverse Review

Link

GOP Lawmakers Ready Dodd-Frank Rollback | ‘Mother of COBRA’ Unbowed by Trump’s Regulatory Assault | Fed Toughens Stress Tests | Europe to Boost Clearinghouse Regulation | Witkowski’s Take: Payday Lenders in Fintech Clothing?, The Wall Street Journal

Link

How to Manage Your Digital Estate Plan, The Wall Street Journal

Link

Market Talk: Daily Analysis Roundup, The Wall Street Journal

Link

The 2017 FPA conference leans heavily on Michael Kitces who is unimpressed with its 'silence' on the CFP Board, Graham Thomas

Link

Widows, Widowers and their Advisors: A Glass Half Full, Sandra Timmermann

Link

Questions You Need to Ask Before Hiring a Financial Advisor, Farnoosh Torabi

Link

Reverse Mortgages Can be a Boon for Cash-Strapped Seniors, Tradebuddy

Link

Facebook, Baidu, Coach And 5 Other Blue-Chip Stocks To Buy For Second-Half 2017, Ky Trang Ho

Link

What You Need To Know About Dividend Investing In 2017, Ky Trang Ho

Link

Money Savvy? Take This Quiz And Find Out, Transamerica

Link

Long-Term Care: Not If, but When, Ana Trujillo Limon

Link

As The 4% Rule Wobbles, Are Annuities More Attractive Strategy?, Cyril Tuohy

Link

Caution Urged in Wake of DOL Rule Reprieve, Cyril Tuohy

Link

Financial Trade Groups Race to Tap Lucrative Asian Markets, Cyril Tuohy

Link

Income Illiteracy May Favor Simple Annuities, Cyril Tuohy

Link

Do you need an annuity?, Walter Updegrave

Link

How much do I need to support myself for a long retirement?, Walter Updegrave

Link

Love Those High Stock Prices? They Could Reduce Your Future Retirement Income, Walter Updegrave

Link

Most Seniors Flunked a New Retirement Quiz. Could You Do Better?, Walter Updegrave

Link

Some People Have a Crazy Idea of What They Can Afford in Retirement, Walter Updegrave

Link

The right way to think about the 4% rule for retirement income, Walter Updegrave

Link

When it's finally time to retire but you can't spend your savings, Walter Updegrave

Link

Boost Your Retirement Savings, ValueWalk

Link

Personal Retirement Paycheck: Jamie Hopkins & Steven Earhart, ValueWalk

Link

Psychology Of Retirement Income Satisfaction, ValueWalk

Link

Steven Earhart & Jamie Hopkins: Personal Retirement Paycheck, ValueWalk

Link

It’s not just Dems worrying about Trump. Retirement financial advisers are, too, Ana Veciana-Suarez

Link

Did You Know There’s A Need For More Black Financial Planners?, Ryan Velez

Link

A retirement literacy quiz you need to pass, Steve Vernon

Link

Reverse mortgages: the Rodney Dangerfield of retirement, Steve Vernon

Link

Jamie Hopkins '10 JD, '11 MBA honored by ABA, Villanova

Link

A primer on evaluating how a company uses cash, John Waggoner

Link

These Practical Money Tips Will Help You Inch Closer To Financial Stability This Year, Steve Wambua

Link

3 Ways a Roth 401(k) Can Boost Retirement Savings, Penelope Wang

Link

The One Solid Lie Behind The Trump Tax Plan, John F. Wasik

Link

What Can Classic Television Music Teach Us About Retirement Planning, WBT Charlotte

Link

2017 Trusts & Estates Distinguished Authors Awards, Wealthmanagement.com

Link

American College Takes Designations Abroad, WealthManagement.com

Link

American College Takes Designations Abroad, WealthManagement.com

Link

Clueless About Retirement: Americans Fail Retirement Income Quiz, WealthManagement.com

Link

Prepare For Compliance With The DOL Rule Toolkit, WealthManagement.com

Link

Trump's Win Means Little for Retired Clients, WealthManagement.com

Link

Trusts & Estates 2017 Distinguished Author Awards, Wealthmanagement.com