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DOL

DOL Proposes To Delay Fiduciary Rule For 60 Days

The U.S. Department of Labor proposed Wednesday to delay the implementation deadline of its rule regarding fiduciary duty in retirement savings advice by 60 days.

The first...

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DOL

The DOL Rule’s Influence on Financial Services: Insights from an Expert

In a year where the Department of Labor’s fiduciary rule has substantially influenced financial services news and conversations, financial planners may feel more confused than...

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DOL

What 2017 Means for the DOL Rule: An Expert Weighs-In

The U.S. Department of Labor’s fiduciary rule, revered by some financial services experts as a revolutionary shift within the profession  and reviled by others has an...

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Retirement

The Financial Advisor’s Guide to Helping Senior Clients Select Medicare Benefits

When was the last time you researched Medicare benefit options for your clients? Upon their 65th birthday, retirees must make critical choices regarding coverage that can...

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Retirement

Follow the Rules to Leverage Important Benefits of Medicare for Your Clients

A 65-year-old couple can expect to pay around $260,000 in medical costs during retirement, and advisors should be ready to help clients prepare for this expense by taking...

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Financial Planning

Social Media: Adventures in Life-stage Marketing for Financial Advisors

Consider the typewriter. The clunky, mechanical device — and the White-Out and retyping inevitably needed to draft anything on one — harkens back to another era in technology....

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Financial Planning

Does Tax Reform Threaten The Viability of Nonqualified Deferred Compensation?

Nonqualified deferred compensation has been an essential tool in assuring an appropriate retirement income for executives. The rules under ERISA and the Internal Revenue Code...

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Retirement

Explaining and Optimizing Military Clients’ New Retirement Benefit Options

For the first time in history, military personnel who don’t reach the traditional 20-year service milestone will be entitled to retirement benefits. Starting January 2018,...

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Financial Planning

Appointing a Digital Fiduciary for Your Clients’ Digital Assets

Discussing difficult subjects like death and incapacity are often unwelcome yet incredibly necessary client conversations. Perhaps one way to ease into these difficult topics...

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