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No Time Like the Present(s) to Start Saving

No Time Like the Present(s) to Start Saving

With Halloween behind us, most of us will be turning our attention to the holiday season soon. Do you have a plan to budget for food, decorations, and/or gifts? It may be the start of November, but it’s not too late to inject some budget sense into...

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Reflections on the Department of Labor’s New Fiduciary Rule

Reflections on the Department of Labor’s New Fiduciary Rule

If you follow financial news, chances are you’ve been seeing a lot of stories about the U.S. Department of Labor’s (DOL) new Fiduciary Rule and what it means to both advisers and consumers. I first wrote about the Fiduciary Rule in February, and...

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Why the “F-Word” (Fiduciary) Will Be on Every Adviser’s Tongue in 2016

Why the “F-Word” (Fiduciary) Will Be on Every Adviser’s Tongue in 2016

 

In a recent blog post, I talked about University of Chicago Professor Harold Pollack’s simple rules for personal finance – so simple, he said, they would fit on an index card. Professor Pollack thinks financial advice can be too complicated, and...

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