• The Financial Needs and Attitudes of Women of Color 

  The American College of Financial Services (The American College of Financial Services, 2019)

  Research conducted by The American College shows that most women do not feel very financially secure. A primary reason for shared uneasiness regarding their economic well-being relates directly to the fact that many have ...
• What Keeps Women Small Business Owners Up At Night? 

  The American College of Financial Services (The American College of Financial Services, 2019)

  Research conducted by The American College shows that the majority of women business owners fall into one of four major categories that describe their financial goals and needs. These categories reflect different levels ...
• The Financial Needs of Gen Y, Gen X, and Boomer Woment 

  The American College of Financial Services (The American College of Financial Services, 2019)

  As of 2015, the Baby Boom generation has been outgrown by Generation Y - also known as the Millennial Generation or Millennials - born 1981 to 1999. In 2015, Millennials also surpassed Generation X (born 1965-1980) as the ...
• What People Should Know About Improving Retirement Income...But Don't 

  The American College of Financial Services (The American College of Financial Services, 2019)

  The American College of Financial Services recently surveyed 1,244 consumers, ranging in age from 60 to 75 years old with at least $100,000 in assets other than their home, to measure their retirement income financial ...
• 3 Financial Subjects Least Understood by Americans 

  The American College of Financial Services (The American College of Financial Services, 2019)

  In a recent survey, The American College of Financial Services asked 1,244 consumers, aged 60 to 75 years old with at least $100,000 in assets other than their home, to take a quiz measuring their retirement income financial ...
• The Power of Retirement Income Financial Literacy - Retirement Planning 

  The American College of Financial Services (The American College of Financial Services, 2019)

  The American College of Financial Services surveyed Americans to find out what they know about retirement income. The survey measured Americans' retirement income financial literacy to determine which aspects of retirement ...
• The Power of Retirement Income Financial Literacy - Literacy Impacts Financial Sophistication 

  The American College of Financial Services (The American College of Financial Services, 2019)

  The American College of Financial surveyed Americans to find out what they know about retirement income. The survey was intended to determine which aspects of retirement income planning were most and least understood by ...
• The Power of Retirement Income Financial Literacy - The Demographic Divide 

  Unknown author (The American College of Financial Services, 2019)

  The American College of Financial Services surveyed Americans to find out what they know about retirement income. The survey measured Americans' retirement income financial literacy to determine which aspects of retirement ...
• The Power of Retirement Income Financial Literacy 

  The American College of Financial Services (The American College of Financial Services, 2019)

  The American College of Financial Services surveyed Americans to find out what they know about retirement income. The survey measured Americans' retirement income financial literacy to determine which aspects of retirement ...
• Six Reasons to Consider Buying Longevity Insurance 

  The American College of Financial Services (The American College of Financial Services, 2019)

  Over the last few years, annuities have begun to take a more prominent role in the retirement income planning process and part of the reason is longevity risk. One particular type of annuity, often referred to as a deferred ...
• Reverse Mortgages Can Be A Retiree's Saving Grace 

  The American College of Financial Services (The American College of Financial Services, 2019)

  With the baby boomer generation moving into retirement, we are ill-prepared as society to provide housing alternatives and resources for this 30 million+ population, who in large part want to stay put in their current homes.
• 6 Ways to Use Life Insurance as Part of a Comprehensive Retirement Plan 

  The American College of Financial Services (The American College of Financial Services, 2019)

  Experts suggest using life insurance strategically as a part of a comprehensive retirement plan.
• How a Special Needs Trust Creates Financial Security for Special Needs Families 

  The American College of Financial Services (The American College of Financial Services, 2019)

  One of the most effective tools for ensuring a secure financial future for individuals with special needs and their families is also a highly underutilized one: the Special Needs Trust (SNT).SNTs can offer long-term financial ...
• Work Longer? Or Use Home Equity to Fund Retirement? 

  The American College of Financial Services (The American College of Financial Services, 2019)

  Clients need to be aware of their options for creating secure, sustainable retirement income.
• Disability - What You Don't Know CAN Hurt You 

  The American College of Financial Services (The American College of Financial Services, 2019)

  A life-changing disability would be financially devastating for most Americans, especially women.
• Widows vs. Widowers: What They Need and Expect When Working With an Advisor 

  The American College of Financial Services (The American College of Financial Services, 2019)

  A survey for The American College State Farm Center for Women and Financial Services examined Widows and Widowers and the extent to which they: • chose to stay with their financial advisor after their spouse’s death • ...
• Solutions for Establishing Equitable Housing in Silver Divorce 

  The American College of Financial Services (The American College of Financial Services, 2019)

  “Silver” divorce, also referred to as “gray” divorce, is another way to characterize a divorce that occurs late in someone’s life. Advisors should be aware that while divorce rates have plateaued or dropped among other ...
• 24 Powerful Statistics For Financial Professionals Who Serve Special Needs Families (Or Who Want To) 

  The American College of Financial Services (The American College of Financial Services, 2019)

  In a study conducted by Greenwald & Associates for The American College of Financial Services’ MassMutual Center for Special Needs, four distinct areas of opportunity were uncovered for advisors to expand their book of ...
• 5 Ways to Help Secure Retirement 

  The American College of Financial Services (The American College of Financial Services, 2001)
• 5 Surprises of Retirement Income Planning 

  The American College of Financial Services (The American College of Financial Services, 2019)

  As older Americans move into retirement, they face many decisions. Retirement income planning — making a plan to coordinate these decisions to ensure enough income to pay the bills and prepare for uncertainty— is ...

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