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Financial Advisors

06 Sep What You Need to Know About the Fiduciary Rule

Posted at 01:00h in Fee-Based Advisors, Financial Advice, Financial Advisors, Investment News by Jamie Nast 0 Comments

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A quick look at the changes coming for retirement accounts. Rules are changing concerning investment professionals and retirement accounts. In the eyes of many, the change is good. The “fiduciary rule” is going into effect in June. This Department of Labor rule stipulates that any financial industry...

27 Jan The Restless Investor

Posted at 16:30h in Financial Advisors, Financial Planning, Wealth Management by Luke 0 Comments

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When it comes to your investments, do you have the patience to reap long-term rewards? “But it looks so good!” When you hear about a new stock becoming available, are you enticed by its promise? Do you suddenly feel compelled to run right out and buy shares?...

16 Dec Could You Improve Your Personal Finances Today?

Posted at 16:40h in Financial Advice, Financial Advisors, Wealth Management by Luke 0 Comments

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Simple decisions & new habits might lead you toward a better financial future. In life, there are times when simple decisions can have a profound impact. The same holds true when it comes to personal finance. Here are some simple choices you could make that may...

03 Dec Is the Fiduciary Standard a Plus for Investors?

Posted at 16:30h in Financial Advisors, Investment News, Retirement Planning by Luke 0 Comments

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Will it make a difference in the quality of the advice they receive? Next year, the Department of Labor is scheduled to introduce new rules regarding retirement planning. Under these rules, any financial services industry professional who makes investment recommendations to workplace retirement plan participants or...

16 Nov Your Year-End Financial Checklist

Posted at 20:30h in Financial Advice, Financial Advisors by Luke 0 Comments

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Seven aspects of your financial life to review as the year draws to a close. The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of...

29 Jul Protecting Your Parents From Elder Financial Abuse

Posted at 18:15h in Financial Advisors by Luke 0 Comments

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How to help your family avoid scams and other fraud. We are becoming more familiar with the notion of financial abuse targeting elders – scams and other exploitation targeting the savings of people aged 60 and older – but many may think, “it won’t happen to...

30 Jun Getting Your Financial Paperwork in Good Order

Posted at 15:30h in Financial Advice, Financial Advisors, Financial Planning by Luke 0 Comments

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Help make things easier for your loved ones when you leave this world. Who wants to leave this world with their financial affairs in good order? We all do, right? None of us wants to leave a collection of financial mysteries for our spouse or...

19 Dec Your Financial Co-Pilot

Posted at 12:53h in Financial Advice, Financial Advisors by Kevin Nast 0 Comments

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If anything happens to you, your family has someone to consult. If you weren’t around, what would happen to your investments? In many families, one person handles investment decisions, and spouses or children have little comprehension of what happens each week, month or year with a...

01 May What is a College Degree Really Worth?

Posted at 10:52h in Financial Advisors, Investment News by Kevin Nast 0 Comments

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Is higher education really the prerequisite for success? Do you need a college degree to succeed? That assumption is long-entrenched, and it isn’t hard to see a relationship between education and earning power. Yet the cost and debt linked to getting a degree are so significant...

29 Dec WHAT BENEFICIARIES NEED TO KNOW

Posted at 11:34h in Financial Advice, Financial Advisors, Roth IRAs, Traditional IRAs by Kevin Nast 0 Comments

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What do you do when an account owner passes away? If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies or assets in the event of their deaths....

Financial Advisors

06 Sep What You Need to Know About the Fiduciary Rule

27 Jan The Restless Investor

16 Dec Could You Improve Your Personal Finances Today?

03 Dec Is the Fiduciary Standard a Plus for Investors?

16 Nov Your Year-End Financial Checklist

29 Jul Protecting Your Parents From Elder Financial Abuse

30 Jun Getting Your Financial Paperwork in Good Order

19 Dec Your Financial Co-Pilot

01 May What is a College Degree Really Worth?

29 Dec WHAT BENEFICIARIES NEED TO KNOW

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