The good tidings of the holidays and beginning of the 2019 new year bring with it fervent hopes for things to improve, get better and this: for switches in trustees and new board of directors appointments. Let me make this […]
Conflicts of Interest Rule
3 posts
A budget, like lane markers on a freeway is a basic tool to help provide guidance as to the amount or range estimate for a particular or group of expenses, fees, costs, or other cash outflows. Another way to state […]
(The new rule is also known as the Conflict of Interest rule). American retirees better get used to a new word, fiduciary. It’s pronounced (fi-do-she-er-ee). In a nutshell, retirees need to better protect their retirement “nest eggs” from financial advisers […]