How a Checklist Can Save Your Portfolio
In a complex investment world, make things simpler
11 Best & Worst 529 College Savings Plans of 2015: Morningstar
ThinkAdvisor looks at the college savings plans rated Gold, Silver and, well, Negative.
Taxpayers’ Private Data Stolen From IRS Website
Identity thieves hack information of 104,000 taxpayers and net $50 million in fake refunds.
10 Worst States for Military Retirees: 2015
The average enlisted servicemember retires from military duty at 43, and many have trouble re-entering the work force.
DOL Extends Fiduciary Comment Period by 15 Days
With the 15-day extension, “the initial comment period will be 90 days and the department anticipates the opportunity for public comments may be more than 140 days in total,” DOL says.
Top GOP Senators Press DOL to Extend Fiduciary Comment Period
Majority Leader Mitch McConnell and HELP Committee leader Lamar Alexander were among those sending the letter asking for a 45-day extension.
Sen. Hatch: SAFE Retirement Act Will Be Reintroduced
Senate Finance Chairman Orrin Hatch, R-Utah, plans to resubmit legislation to stop DOL from writing fiduciary rules for IRAs.
Retirement Solutions for Small-Business Owners
Small-business owners have a lot of flexibility in helping their employees save for retirement, according to Chris Carosa of FiduciaryNews.
Do Good and Do Well: One Advisor's Way
Doubt you can improve the world? Read on.
Senate Finance Passes 529 Reform Bill
The bipartisan bill modernizes the treatment of 529 plans in three ways.