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U.S. Appeals Court Voids Obama-Era Fiduciary Rule

A federal appeals court on Thursday voided the U.S. Department of Labor’s “fiduciary rule,” an Obama administration measure adopted in 2016 meant to curb conflicts of interest among providers of financial advice to Americans planning for retirement.

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Posted in Retirement, Legal Matters, Your Money0 Comments

memorial, parents

Choosing The Right Decision Maker For You: A Helpful Primer

Choosing the right decision makers, known as “fiduciaries” and “agents,” for you and your estate plan is critical. Do not wait until you are under pressure to do so.

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Social Security

Estate Planning: Procrastination Could Have Harmful Results

Even if a person has few assets or no children, estate planning also includes provisions for important decisions during life.

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Women, serious, business

#MeToo: Boomers And Younger Women Face Generational Divide

Compared to their elders, younger women are seen as generally more willing to speak out about being sexually harassed, and bring a new set of expectations to their sexual relationships.

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Posted in Lifestyle, Legal Matters0 Comments

family, grandparent, generational

End-of Life Planning: Make it Simple For Loved Ones

While we don’t like to dwell on death, it’s a fact that we’re all going to pass at some point.

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Girl taking family portrait

How to Protect Your Loved One’s Inheritance

Statistically, inherited money is spent at a considerably faster rate than a person’s earned or saved money.

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