Financial Help for the New Year
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You owe it to yourself and your family to make certain you keep your financial New Year’s resolutions this year.

What Your Advisor Doesn’t Want You to Ask
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Probably the most important question you can ask of anyone offering you financial advice is, “Do you have a legal obligation to act in my best interests?”

Ruling Allows Broker Conflict of Interest
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Currently, stockbrokers can offer the same services as Fee-Only financial planners without being accountable to the same fiduciary standards. This exemption to the Investment Advisers Act of 1940 has been called the “Merrill Lynch rule.”

How to Avoid Higher Cost Mutual Funds
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If you rely on a commission-based financial product salesperson, you will probably be sold the wrong kind of funds.

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