Perfect headline: Source: 401(k) Specialist
How Much Do You Need to Retire?
Good discussion in IBD today about how much savings people need to have for retirement. IBD suggests the “old way of doing...
The Fiduciary Rule Genie is Already Out of the Bottle
It’s too late for Trump to stop this financial rule Washington Post, February 6, 2017 Rules and regulations exist to let us know what...
It’s Too Late to Stop the Fiduciary Rule
My Sunday Washington Post Business Section column is out. This morning, we look at whether the upcoming changes to...
Of Course Clients Should Come First !
President Donald Trump has asked for 180-day review of the U.S. Department of Labor’s new rule requiring that those who give investment...
SEC Study on Investment Advisers and Broker-Dealers (2011)
A quick reminder as the the SEC staff recommendation regarding the Fiduciary standard:
Access Denied: DOL Fiduciary Rule Taken Off Line
If you go to the Department of Labor’s Fiduciary Rule page, here is what you see right now: click for original DOL rule...
Raise the IRA/401k Ceiling!
We Don’t Have to Be Broke in Retirement Revising out-of-date rules would make it easier for people to set aside more for the golden...
DOL Fiduciary Rule is Not Dred Scott
This Needs Saying. Helping Retirement Savers Isn’t Like Slavery. Look past the poorly chosen words of one financier when...
John Oliver on Retirement Plans
Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some...