Archive for April 2016

Recent Ruling: Is Your Advisor Working in Your Best Interest?

The Department of Labor recently issued new regulations that will require financial advisors and brokers handling individual retirement and 401(k) accounts to act in the best interests of their clients. Many consumers assume the individuals and firms investing their money are operating under the same legal and ethical standards as a doctor, who must provide the very best advice, when…

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Are Your Beneficiaries Up-to-Date?

Typically, when you establish your Living Trust, planning your Estate does not stop there. Generally speaking, the Living Trust you create does not control the distribution of assets like your retirement accounts, Annuities or Life Insurance Policies. Assets such as these have a Beneficiary Designation Form (BDF), and these forms control the distribution of your…

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