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Trump’s delay of Fiduciary rules is a good thing.

Well, no, it isn’t. But it could be. To get up to speed, here’s a good summary of the rules: https://www.dol.gov/ProtectYourSavings/FactSheet.htm Yeah, that is a many thousands of words summary.  You should see the whole thing! In a nutshell, the Dept. of Labor’s new rules would have required anyone who gives advice about retirement plans …Read More


Seven Steps for Making Identity Protection Routine

Ok, this is NOT a myth.  These steps come verbatum from the ever-helpful IRS. RS Security Awareness Tax Tip Number 3, December 7, 2015                                Español The theft of your identity, especially personal information such as your name, Social Security number, address and children’s names, can be traumatic and frustrating. In this online era, it’s important …Read More


Financial Abuse of Seniors Isn’t Really a Problem

I want to remind you again, especially with this title, that the titles of these posts are myths.A recent article in Financial Planning Magazine detailed the red flags that regulators look for to catch and prevent financial abuse of seniors.  Here they are, summarized by me: Taking too much risk with the senior client’s money …Read More