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What You Need to Know About the Fiduciary Rule

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...

Top Habits of Financially Successful People

Even if you spent your working years being financially wise and building a strong financial foundation, retirement is a time to maintain that foundation, not sit back and let things go. Since taking financial shortcuts won’t get you where you want to be, implement...

How Will You Spend Your Retirement Savings?

Keep an eye on where it goes, as some destinations may be better than others You can probably envision how most of your retirement money will be spent. Much of it will be used on living expenses, health care expenses, and, perhaps, debt reduction. Beyond the basics,...

The Importance of Financial Literacy

Too few Americans understand personal finance fundamentals If only money came with instructions. If it did, the route toward wealth would be clear and direct. Unfortunately, many people have inadequate financial knowledge, and for them, the path is more obscure. Are...