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On the Fiduciary Duty of Loyalty, the Nature of Informed Consent, and the Requirement of Substantive Fairness Fri, Mar 21, 2025 Can a person ever serve two masters? Does a fiduciary investment adviser possess the obligation to avoid, rather than just "properly manage," conflicts of interest? When a conflict of interest exists for a fiduciary, full disclosure of the conflict... Read More

By Ron Rhodes

How will Social Security impact your future? As seen at AARP online Thu, Oct 19, 2023 Whether you’re concerned about paying bills or expect to live comfortably during retirement, AARP’s Social Security Resource Center provides answers and guidance to help you make the best choices for your situation. Read More

By AARP Online Magazine

Quit Using 401(k) Financial Jargon, Once and For All Wed, Jun 28, 2023 ...........The damage an overreliance on financial jargon can do to participant confidence and, by extension, the advisor’s business is well-documented. Still, a new survey brings it (yet again) into stark relief. It might make the advisor sound smar... Read More

By John Sullivan

Are Roth IRAs Really as Great as They’re Cracked Up to Be? Thu, May 18, 2023 ".......In reality, the Roth is just another tax strategy with pros and cons like all the others. If you choose to save your retirement dollars in a Roth IRA or Roth 401(k) instead of a traditional IRA or 401(k), you will be giving up some tax breaks... Read More

By Edward F. Downey as seen at Kiplinger.com

Are Roth IRAs Really as Great as They’re Cracked Up to Be? by Edward F. Downey in Kiplinger Fri, Apr 28, 2023 While a Roth IRA is an excellent tax strategy, that doesn’t mean you should underestimate the benefits of a traditional tax-deferred retirement account. Read More

SECURE 2.0 Act Changes 401(k), IRA, Roth, Other Retirement Plan Rules Mon, Mar 20, 2023 The SECURE 2.0 Act makes major changes to retirement savings plans. Here's what you need to know. Read More

By By Kelly Taylor (as seen on Kiplinger.com)

How to Find a Financial Adviser Wed, Jan 04, 2023 ......And while we’re on the topic of ethics: Fiduciaries are required by law to put your interests before their own.. In addition to that, a subset of fiduciary firms are fee-only, which means they don’t sell any products or services beyond their r... Read More

By as seen at Kiplinger.com

The Best and Worst Ways To Spend Your Year-End Bonus Tue, Dec 06, 2022 Good news for employees: Even though 2020 and 2021 have been distinctly different from years past, full of economic strife due to the global pandemic, more employers are opting to give year-end bonuses. So if you're one of the fortunate workers who's... Read More

By Cynthia Measom in Yahoo Finance

‘Fee based’ vs. ‘fee only’ financial planners: There’s a big difference Wed, Nov 09, 2022 .....Such advisors often call themselves “fee based,” hoping you’ll confuse them with “fee only” planners. Fee-only planners are compensated only by the fees you pay; they don’t accept commissions or other compensation that could influence their advi... Read More

By Liz Weston in LA Times

How to Pick a Financial Advisor Wed, Nov 09, 2022 This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Read More

By Bernice Napach in WSJ

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