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October 23, 2012 | Fiduciary News

Experts: 3 Common Investor Mistakes All Retail and 401k Investors Should Avoid

By: Christopher Carosa

When we put out a question to our network of financial professionals, we usually get enough more than enough responses to fill our needs. When we put out this particular question, we couldn’t believe the amount of messages in our e-mail inbox.

June 19, 2012 | The American College of Financial Services

Sharen L. King, MSM, Named Executive Director of the Northwestern Mutual Granum Center for Financial Security at The American College

The American College announces Sharen L. King, MSM as the Executive Director of the Northwestern Mutual Granum Center for Financial Security.

June 6, 2012 | The American College of Financial Services

$4.2 Million Donated to The American College to Establish the Northwestern Mutual Granum Center for Financial Security

Northwestern Mutual donates $4.2 million to The American College to create The Northwestern Mutual Granum Center for Financial Security. In honor of O. Alfred Granum, CLU®, a legendary Northwestern Mutual managing partner, The Center is dedicated to creating long-term financial security for all Americans.

April 1, 2012 | The Wealth Channel Magazine

Manage Your Clients to Good Credit Health

By: Craig Lemoine

Credit worthiness is an important asset to any consumer. The ability to borrow, interest rates charged and debt conditions born by a client carry potentially more magnitude than decisions of portfolio allocation, retirement plan funding and choosing between fixed income products. Credit management is crucial for all clients.

April 1, 2012 | The Wealth Channel Magazine

The Long-Term Care Dilemma

By: Chris Coudret, Bruce Moon

A recent press release headline was an attention-grabber for anyone in the business of creating financial security for their clients. It read, “Americans Ignore Need for Long-Term Care Planning Despite Knowing More about the Risks.” The most startling item was this: “Although most respondents said they thought LTC insurance would be the best way to cover long-term care needs (61 percent), only 11 percent reported having purchased it.”

April 1, 2012 | The Wealth Channel Magazine

The Five Habits of Financial Health

By: Mickey Straub

To achieve financial health, there is more needed than financial planning; there’s doing. Sure, planning is part of the process, but you also have to do what is necessary to achieve financial health. That’s what The Five Habits of Financial Health are all about, and the better you do it for yourself, the better you can help others.

February 15, 2012 | Forbes

The ABCs of Annuities: 8 Questions to Ask Before You Buy

By: Deborah Jacobs

Annuities have become big business. Baby boomers are retiring in record numbers. Having experienced the market turmoil and uncertainty of the past five years, many of them want investments that offer an element of stability and security.

February 1, 2012 | Insurance News Net

Are Your Clients Tax Diversified?

By: Craig Lemoine, Sonja Hayes

Taxes are a certainty in life, as Ben Franklin said, but here is another one: Taxes will drive you batty. That's because taxes will increase, decrease or stay the same-and you can't predict which route they will take.

October 1, 2011 | The Wealth Channel Magazine

Washington Surprise: A Glimmer of Agreement in the Fiduciary Wrangle?

By: Keith Hickerson

It’s common knowledge these days that the right and left never agree on anything. So why is Barney Frank writing letters to the SEC cautioning them on overreach in their extension of the fiduciary standard? Why are House Republicans and some Security and Exchange Commission (SEC) commissioners expressing concerns?

April 1, 2010 | The Wealth Channel Magazine

Retirement Business is Changing; Advisors are Adapting

By: Ken Cochrane

Over the past two years, the economic climate and the financial services marketplace have changed drastically, significantly impacting advisors working in the qualified plan space. Overall, plan sales were down 20 percent in 2009 versus 2008, and 11 percent of advisors who sold plans in 2008 did not sell any plans in 2009.

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