As you reach your seventh decade (that would be turning age 60 for those who forgot your first decade includes only your single digit years), you find yourself fast approaching that universal goal line known as “retirement.” Don’t let the nearness to the final goal may fool you into inaction.
Basic Members
It goes without saying there are risks when one plays politics with other peoples’ money. The depths of the ensuing fiduciary liability will only be tested when the tort bar brings the matter to court. Until then, fiduciaries may wish to proceed with caution.
State-run suspicions, the funny thing about fees, and investing’s good old days.
“As for as the pre-release discussion of the Trump tax plan, I would just ignore it. It’s short on details, which raises too many questions.”
States don’t run, fee scruples, and Bogle’s Bombshell.
Thanks in part to media reporting, retirement savers objectives are often misplaced. Striving for a high return or outpacing a particular index does not make for a successful retirement savings strategy.
A New Fiduciary, Fee Crossfire Silence and Controlling Expectations.
“While it is preferable to start at a young age, you are never too old to start making good financial decisions. If you have made mistakes in the past, it is important that you recognize where you went wrong, and start taking the proper steps to fix any issues you may have created, so that you can move towards a healthier financial state.”
Tax Reform, New DOL Secretary, and Hammering Index Funds.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/26/17
Compliance craziness, Fiduciary Rule rising, and tossing MPT (and Indexing, too?).