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    • JD Supra: The New Fiduciary Rule

      JD Supra· 2 days ago

      The 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 ...

    • Death and Taxes…and Planning Opportunities

      Death and Taxes…and Planning Opportunities

      The National Law Review· 4 days ago

      Interest rates have risen but have not yet jumped to historical highs. The applicable federal rates ("AFRs") (used as safe harbors for loans between...

    • How to invest $1 million: 4 strategies

      How to invest $1 million: 4 strategies

      CNN.com· 4 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...

    • 10 Signs You’re Financially Secure

      10 Signs You’re Financially Secure

      GOBankingRates via Yahoo Finance· 11 hours ago

      Financial security: What exactly is it? Essentially, it means you're not only getting by, but getting by comfortably. Surveys have shown that most...