Stay up-to-date on the latest industry news and information.

January 1, 2018 | Insurance News Net Magazine

What the ‘Longevity Revolution’ Means to Financial Services

By: Jocelyn Wright

Imagine that the person who ends up living to be 150 years old already has been born. That is exactly what CNBC contributor Ron Insana said to the attendees of the 2017 Financial Planning Association Conference in Nashville.

December 1, 2017 | Insurance News Net Magazine

Cyber Breaches Are Becoming the New Normal

By: Jocelyn Wright

Just when we thought it was safe again, Equifax, one of the three national credit reporting agencies, announced a major cybersecurity breach. The Equifax security team noticed suspicious activity on July 29, according to a company news release. However, it was not until Sept. 7 that they publicly announced the breach.

November 1, 2017 | Insurance News Net Magazine

Too Many Clients Underestimate Their Flood Risk

By: Jocelyn Wright

Now is a good time to sit down with clients and complete an insurance review that includes property and casualty coverage. Far too many people still believe that flooding is covered under their homeowners or renters insurance policy.

October 17, 2017 | Financial Advisor Magazine

Do Parents Favor Boys When Saving For College?

By: Christopher Robbins

A child’s gender may presage how his or her parents will save for college, a new survey says. Parents who only have boys as children are putting more emphasis on saving and funding college education than the parents of only girls, according to a national survey.

October 1, 2017 | Insurance News Net Magazine

Help Women Raise Their Retirement Income Literacy

By: Jocelyn Wright

At one point or another, we financial professionals all have used the phrase: “If you fail to plan, you plan to fail.” This is especially true when it comes to retirement planning, as it is one area of life where failure is not an option. We only get one shot and there are no retakes.

September 17, 2017 | NBC 10 News

Jocelyn Wright Talks Flood Insurance on NBC Philadelphia 10

By: Erin Coleman

Jocelyn Wright discusses the basics of flood insurance policies.

September 1, 2017 | Insurance News Net Magazine

‘Passing the Hat’ Is No Substitute for Planning

By: Jocelyn Wright

Like many, I am active on social media. Being a financial planner, I cannot tell you how much it breaks my heart when I see posts from individuals who have lost family members and must rely on the help of others to pay for funeral expenses.

August 25, 2017 |

What Women Don’t Know May Hurt Them In Retirement

By: Michelle Bryan

Ladies, it’s time to get out of the car and ask for directions. Destination: Retirement. Two-thirds of women in or on the cusp of retirement are pretty sure they don’t know a lot about money planning for their twilight years, and 80 percent failed a basic quiz on managing their nest eggs.

August 18, 2017 | Insurance News Net Magazine

Advisors Need To Better Engage Female Clients On Retirement

By: Brian O'Connell

A new study spotlights the uphill climb females and their financial advisors face while planning for retirement. Just 18 percent of retirement-age women are informed on how to make a nest egg last in retirement (compared to 35 percent of similarly-aged men).

August 1, 2017 | Insurance News Net Magazine

The Forgotten Generation X

By: Jocelyn Wright

In 2016, The American College State Farm Center for Women and Financial Services released “5 Ways to Help Gen X Women Achieve Their Financial Goals.” It states that Generation X women are focused on reducing debt, driven largely by mortgages, while trying to save for their children’s college education and for retirement.