New Rules Affect Retirement Savings Advice
On April 6, 2016, the Department of Labor (DOL) issued new “conflict of interest” rules regarding financial advice as it relates to retirement plans and IRAs. The new DOL rules generally hold financial professionals to a fiduciary standard if they receive compensation for providing investment advice to retirement plan participants or IRA owners, which means […]
Social Security Update
Social Security Program Update The federal budget deal signed into law on Nov. 2 includes two changes that impact Social Security collection strategies. For clients with whom you have already discussed a collection strategy, you will want to make sure they understand how these two changes impact that strategy. For all your other baby boomer […]
Intern Experience at BFWM
As a University at Buffalo intern at Buffalo First this summer has been a valuable learning experience. I have been able to not only learn more about finance and making investments but a lot about the world of business. Whether I was meeting new people or working on a project, the internship was always fresh […]
New Sign
Our new sign was installed in our office today. It is hanging on the wall behind our reception desk. The creation was made by Brooks Anderson, Artifact Timber. You can check out his website, Artifact Timber. Stop and see it in person.