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August 1, 2018 | Money by Vice

Tips for Saving Money When You Get Paid in Cash

By: Gina Ragusa

Grabbing a drink (or nine) with friends after a brutal restaurant or bartending shift is hard to resist, especially when you leave work with a lot of angst and a fistful of cash. But waking up broke the next morning is no way to get ahead.

August 1, 2018 | Financial Planning

Young Advisors Want This Benefit, But Are RIAs Ready to Offer It?

By: Andrew Welsch

Three days after giving birth in 2011, advisor Nina O’Neal left the hospital, dropped off her newborn son with family at home and returned to work. An independent advisor who had launched her practice 18 months earlier, she had clients who needed tending and referrals to follow up on.

April 27, 2018 | Financial Planning

Will #MeToo Come to Wealth Management Next?

By: Andrew Welsch

Will the #MeToo movement come to wealth management? "A lot has been said about this in other professions, but not so much in ours. But we know those stories are out there," says Jocelyn Wright, chair of the Women's Center at the American College.

April 2, 2018 | Debt.com

Trump Makes Women Close to Retirement Worry

By: Joe Pye

President Trump really has a way with women. Debt.com has previously reported that Americans close to retirement may be stressed over Trump’s presidency. Now we know they are — especially women.

March 30, 2018 | Consumer Reports

How to Choose the Right Amount of Life Insurance

By: Penelope Wang

When it comes to figuring out the right amount of life insurance to buy, it’s tempting to rely on rules of thumb, such as purchasing a multiple of your annual income—say, 10 to 15 times your salary—as a death benefit. That would at least ensure that your family received that income for a specific period of time.

March 29, 2018 | PR Newswire

The American College of Financial Services and the Bipartisan Policy Center Wrap Up the 2018 Housing Wealth in Retirement Symposium

The American College of Financial Services, the nation's largest non-profit educational institution devoted to financial services, and the Bipartisan Policy Center co-hosted the 2018 Housing Wealth in Retirement Symposium on March 23, 2018, in Washington, D.C.

March 29, 2018 | ThinkAdvisor

Reverse Mortgages Could Be Next Hot Topic in Retirement Planning

By: Melanie Waddell

There are “a lot of misconceptions about reverse mortgages,” Wright said, with clients often “very reluctant to go into the conversation because their home is the largest asset and they don’t want to risk” losing it. “There’s also more education needed among the advisor population,” Wright added.

March 12, 2018 | NBC 10 News

Jocelyn Wright Discusses Storm Damage and Insurance

By: George Spencer

Jocelyn Wright discusses what you need to know regarding storm damage and your insurance policy.

March 1, 2018 | PR Newswire

CFP Board Center for Financial Planning Announces New Diversity Advisory Group

The CFP Board Center for Financial Planning announced today that it has formed a new Diversity Advisory Group to provide guidance and expertise in the development of diversity and inclusion initiatives that will increase the racial and ethnic diversity in the financial planning profession.

February 22, 2018 | Women in Investing Network

Financial Planning for Women by Women

Janney Montgomery Scott hosted a dynamic panel discussion on February 15 focused on Financial Planning by Women for Women. The panel included Jocelyn Wright of The American College.

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