Tag Archives: Retirement

Farewell Fiduciary?

(photo source: http://gurpshexagono.blogspot.com/2012/02/uma-nova-novidade.html) On Friday, February 3, the Wall Street Journal reported that the new administration would likely sign an executive order that would delay or rescind the pending Department of Labor rule that says that anyone who provides advice … Continue reading

Posted in Financial Planning, Firm News, Retirement Planning | Tagged , ,

When Rolling Over Isn’t Such a Neat Trick

We have a new intern, and he and I were talking about some soon-to-be-retiring clients who were going to rollover their 401k retirement plans at work into Individual Retirement Accounts (IRAs). He asked me if we ever advised clients not … Continue reading

Posted in Retirement Planning | Tagged , , ,