“…just in case the politicians fail to act and have to scale back the [Social Security] promise, wouldn’t “middle class millionaire” status be a great gift of financial independence?”
Posts From Christopher Carosa, CTFA
If companies using on-line retirement tools aren’t careful, they may just be allowing class action attorneys the opportunity to use the courts to further refine what it means to breach one’s fiduciary duty.
Dire prediction for Social Security, when it rains it pours (for fees), and two sides of the same investment coin.
It is critically important that retirement savers make a long-term game plan for their savings and investing strategy.
Insane compliance, a whole new fiduciary world, and bad news for index funds
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“The SEC systematically failed to enforce for the past two decades, and now the DOL has by necessity forced the issue.”
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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/12/16
Fiduciary freedom, colleges getting schooled on fees, and the virtue of investing patience.