College Professional Advisors

Do you have a will? Is it updated?

Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Retirement may change your perception of investment risk.

Your Changing Definition of Risk in Retirement A change in your mindset during retirement may drive changes to your portfolio.

An ILIT could play a role in your estate strategy.

A Primer on Irrevocable Life Insurance Trusts Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Where will your retirement money come from? If you're uncertain, it may be time for a strategy.

Where Will Your Retirement Money Come From? Retirement income may come from a variety of sources. Here's an overview of the six main sources.

If you don’t have an strategy, here’s some reasons why you should.

Why You Need an Estate Strategy Do you have an estate strategy? You should.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

When Should You Take Social Security Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Test your estate strategy knowledge with this short quiz.

Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

There are many factors to consider before tapping retirement money to pay for college.

Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college.

The market is as unpredictable as the weather. We’re here to help you prepare.

Forecast The market is as unpredictable as the weather. We’d love to help you prepare.

We’d love to hear about any changes in your current financial situation.

It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial advisor about changes in your situation.

Could you find acres of diamonds in your own backyard? Watch this video.

Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards.