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New Rule, Nicer Returns?

New Rule, Nicer Returns?

Could the new fiduciary rule effectively enhance portfolio performance for retirement savers? A change is coming. The Department of Labor is introducing a new rule regarding retirement accounts – a rule that is profoundly impacting the financial services industry. The...
How to Minimize Taxes in Retirement

How to Minimize Taxes in Retirement

Retirees can follow these simple guidelines to help manage their tax situations. Everyone can benefit by minimizing their tax liability, but retirees in particular have to pay close attention to their tax bills. When you’re on a fixed income, you can’t...
Your Annual Financial To-Do List

Your Annual Financial To-Do List

Things you can do before & for 2017 What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial...