Financial Planning

Back in April of this year, the Department of Labor (DOL) issued a proposed rule that would require investment advisors to retirement plans to follow a Fiduciary Standard. The proposed rule has sparked a fierce Fiduciary Standard debate in theREAD MORE

I’ve worked with several couples with very different birthdates. This isn’t good or bad – as they say, the heart wants what it wants. Still, the financial planning considerations are a little different than for people who marry someone closerREAD MORE

Most of us carry both debit and credit cards in our wallets and we usually don’t put much thought into which card to swipe at the cash register. However, there are potential risks and rewards behind these decisions. Here areREAD MORE