Retirement & Estate Planning
Kevin M. Lynch is an assistant professor of insurance and The Charles J. Zimmerman Chair in Insurance Education at The American College. Kevin.Lynch@wcinput.com
There’s more to leaving a will than deciding who gets what. Read More >
Ted Kurlowicz, JD, LLM, CLU®, ChFC®, CAP® Ted is the Charles E. Drimal Professor of Estate Planning and a Professor of Taxation at The American College.
The landscape of the wealth transfer tax system has changed—what does that mean for your clients? Read More >
Francis J. Lojewski, MSFS, ChFC®, CLU®, LUTCF, AEP, is a partner in Atlas Advisory Group, LLC, a member firm of M Financial Group. Frank specializes in tax-favored lifetime income planning, IRA/401k distribution and wealth transfer strategies. Frank.Lojewski@wcinput.com
Inflation, heath care costs and market volatility are just some of the challenges with which retirement planners must contend. Read More >
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