Avoiding Unpleasant Surprises: Why You Need An Estate Plan

Many would agree that we live in a world of uncertainty – but why neglect critical financial choices that are in your full control? Creating an estate plan is one of the most important steps you can take to ensure that your property and possessions are distributed according to your wishes. In the process, you’ll […]

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 […]

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