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JD Supra: The New Fiduciary Rule
JD Supra· 4 days agoThe DOL’s fiduciary regulation will be effective on September 23 of this year. As a result, beginning on September 23, one-time recommendations to retirement investors can be fiduciary advice ...
How to invest $1 million: 4 strategies
CNN.com· 5 days ago“My family personally lost more than a million dollars when I was a child, leaving us destitute and leading me to pursue a career as a certified...
Morningstar Investment Conference 2024: From AI Investing to Annuities
Morningstar· 2 days agoMorningstar’s editorial director for financial advice Sheryl Rowling offers her picks for financial...
rss5 – Rubber World – The Technical Service Magazine for the Rubber Industry
Rubber World· 2 days ago3M announced that it purchased a group annuity contract and will transfer a portion of its U.S. pension payment obligations under the 3M Employee Retirement Income Plan (ERIP ...
Many Americans Hope or Expect to Live Long Lives, but They're Not Retiring Later. What Can Go Wrong?...
The Motley Fool· 8 hours agoSimilar quandaries exist in the financial world, -- where, for example, many people hope to live...
My wife and I are in our 60s. We applied for a HELOC to protect our assets from unknown risks — what...
MarketWatch via Yahoo Finance· 2 days agoRetirees use annuities to receive a guaranteed income in retirement, but they can also be used to...
MSCI Inc. (NYSE:MSCI) Position Decreased by Clarus Wealth Advisors
ETF DAILY NEWS· 7 hours agoClarus Wealth Advisors decreased its holdings in shares of MSCI Inc. (NYSE:MSCI – Free Report) by 72.5% in the 1st quarter, according to the company in its most recent filing with the Securities ...
Rate cuts on hold again – how your mortgage and savings will be affected
The Telegraph via Yahoo Finance· 3 days agoHowever, the end of this rising interest rate cycle means the annuity market will cool down....
How to Invest $200k for Monthly Income
SmartAsset via Yahoo Finance· 2 days agoCreating passive income streams can be a stepping-stone to building wealth, with minimal ongoing investment of time or money. There are different ways to...
Death and Taxes…and Planning Opportunities
The National Law Review· 5 days agoInterest rates have risen but have not yet jumped to historical highs. The applicable federal rates ("AFRs") (used as safe harbors for loans between...
