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‘Ding-Dong the Fiduciary Rule is Dead’. Here’s What It Means For You

BY Pam Krueger

July 03, 2018 - The brokerage and insurance industries are singing it from the rooftops. No more rule requiring advisors to act in their clients’ best interests.…

Accessing Roth IRAs Through the Backdoor: A Workaround for High-Income Earners

BY Mark Bourguignon

May 30, 2018 - This article is presented by Mark Bourguignon, the founder of Ascend Wealth Management, a private wealth management and financial planning firm…

Financial Advice for the Teachers in Your Life

BY Pam Krueger

May 24, 2018 - Most teachers working in our public system have a pension, and they expect that pension to be a key part of their income after they retire. However…

The “Power” in a Power Of Attorney

BY Lawrence Sprung

May 01, 2018 - Planning for your financial future is just as important as making sure you are covered in the present too. The odds of becoming disabled or…

Interest Rates Are Going Up: Here's What To Ask Your Financial Advisor Now

BY Pam Krueger

April 30, 2018 - If you’re keeping an eye on the rates banks are paying on certificates of deposit, hoping to get a little more bang for your buck, you probably…

Who’s Watching Your Aging Parents’ Wallet

BY Pam Krueger

November 08, 2017 - Over three seasons of producing MoneyTrack on PBS, I've come across a lot of scams. Almost all of them target older people, and most of the time the…