Michael Finke | BenefitsPRO

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About The Author

Michael Finke is a professor and Frank M. Engle Chair of Economic Security at the American College of Financial Services and leads the Wealth Management Certified Professional designation program. [email protected]

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Commentary

How to help clients maximize Social Security benefits

February 23, 2021

Claiming early can be tempting for retirees, who are worried about the solvency of Social Security.

Commentary

Social Security COLA: What's working, what's not

January 14, 2021

The way Social Security COLAs are calculated is a source of debate, but the benefits of inflation protection are not.

Commentary

The Social Security trust funds, explained

November 30, 2020

How is Social Security funded? Is the program in trouble? What should advisors do?

Commentary

Do variable annuities belong in a retirement plan?

November 23, 2020

A VA invests in assets that are more volatile, but carry higher upside potential.

Milevsky’s bold plan to reinvent retirement income

July 01, 2015

Today's investment and insurance products aren't perfect--but maybe this ancient scheme could help. Are tontines the killer app of the retirement industry?

How to help clients maximize Social Security benefits

Social Security COLA: What's working, what's not

The Social Security trust funds, explained

Do variable annuities belong in a retirement plan?

Milevsky’s bold plan to reinvent retirement income

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