News Roundup: January 19-26, 2025

HuffPost | 7 Surprising Money ‘Rules’ Most People Don’t Know (But Should)
January 12, 2025

In this article compiling all the best tips and tricks for saving money, Wealth Management Certified Professional® (WMCP®) Program Director Michael Finke, PhD, CFP®, suggests setting up an automatic transfer to a high-yield savings account and taking advantage of your employer’s 401(k) plan.

The Kiplinger Letter | How Would Raising the Social Security Retirement Age to 69 Affect You?
January 15, 2025

Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP®, explains the need for expanded lifetime income options in retirement plans in this article about the potential effects of an increased retirement age.

MarketWatch | There Is an Alphabet Soup of Certifications for Advisors. Here Are the Ones That Count.
January 22, 2025

This article details the top certifications for financial advisors to pursue, noting the College’s Chartered Life Underwriter® (CLU®) Program, Chartered Special Needs Consultant® (ChSNC®) Program, and Chartered Financial Consultant® (ChFC®) Program as some of the best for specialized knowledge.

InvestmentNews | How the California Wildfires Have Sparked Charitable Conversations
January 22, 2025

In this article about the rise in charitable giving in response to the California wildfires, the College’s Donor-Advised Fund (DAF) Professional Certificate is mentioned as one way advisors can expertly promote this generosity.