NOTE: Due to recent changes in CFP Board requirements, past online continuing education exams may differ from printed exams.
by Roundtable moderated by Michael E. Kitces, CFP®, CLU®, ChFC®, RHU, REBC
Participants: Adam Beck, J.D.; Angie Lieb; Carolyn McClanahan, M.D., CFP®; and Katy Votava, Ph.D., RN
Leading experts share their knowledge to keep you abreast on how to best navigate the Affordable Care Act as it now exists.
by John W. Nadworny, CFP®
Compare the new ABLE account with other savings options and learn where an ABLE account can be the most appropriate planning strategy.
by Luke F. Delorme
This research shows that retirement withdrawal amounts have a larger impact on financial outcomes than equity allocations. As such, retirees should focus first on managing spending before trying to enhance performance through innovative methods of asset allocation.