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April 29, 2016 | TABB Forum

What You Need to Know About the DOL Fiduciary Rule

By: Craig Lemoine

Understanding the new Department of Labor Conflict of Interest Rule requires context. Without context, we may be quick to dismiss this rule as overreaching or reactionary. This rule is not a product of 2016. It is not an isolated attempt to finish what the SEC began in 2010.

April 20, 2016 | Deal News

Expecting a Baby? Don't Make These 4 Common Money Mistakes

By: Sheryl Nance-Nash

There's nothing like the excitement of a child being born. Parents want everything to be perfect for their precious bundle of joy. But at a time of such emotion, the opportunities for money mistakes are ever present. Here are four common financial pitfalls to avoid when you're expecting a baby, and what to do instead.

April 8, 2016 | Insurance News Net

For Broker/Dealers, a Massive Shift in Thinking

By: Cyril Tuohy

Broker/dealers will find themselves challenged in the wake of the Department of Labor’s “conflict of interest” rule — although perhaps not so much for the reasons that have grabbed the headlines over the past 12 months. The biggest change facing broker/dealers is that their registered representatives must start thinking more like financial planners.

April 8, 2016 | Insurance News Net

RIAs To Feel The ‘Higher Burden’ Of Fiduciary

By: Cyril Tuohy

The Department of Labor’s “Conflict of Interest” rule holding advisors to a fiduciary standard of care has raised the bar on every registered investment advisor (RIA) managing retirement accounts, RIA owners and financial experts say.

March 28, 2016 | Philly.com

A New Way, REPAYE, to Get Out of College Debt

By: Erin E. Arvedlund

There's yet another way to pay back student loans without going broke. It's called REPAYE. In December, the Department of Education launched its eighth college-loan repayment program, dubbed the Revised Pay As You Earn Plan.

March 13, 2016 | Deposit Accounts

Credit Freezes – How Far Do You Want to Go to Lock Out Identity Thieves?

By: Sheryl Nance-Nash

It seems like every week there is a headline of yet another data breach. Many people know somebody who has been a victim of identity theft. Could you be next? For sure there’s a sense of vulnerability. Some people are going the extra step to protect themselves, and are freezing their credit as a way to keep identity thieves at bay.

February 23, 2016 | Squared Away Blog

8 College Repay Plans – and Counting

This was going to be a quick blog post about the new student loan repayment program rolled out by the federal government in January. But the differences between it and the seven plans that preceded it were too confusing to figure out on a tight deadline.

January 1, 2016 | Insurance News Net

Questions DOL Needs to Answer

By: Craig Lemoine

We put on our backpacks in 2008, navigated the Dodd-Frank Act and used a collective walking stick in 2010 when the U.S. Securities and Exchange Commission held hearings about adopting a fiduciary standard. Five years later, our regulatory journey has coincided with the river of more than 10,000 baby boomers retiring every day.

December 29, 2015 | Bankrate

Resolve to Master Your Money in 2016

By: Jennie L. Phipps

Are you starting out the new year by reflecting on the past year and the one ahead? Fidelity Investments, which has been tracking the type and frequency of end-of-the-year financial resolutions for the last 7 years, says 37% of Americans will make some sort of financial resolution this year, up from 31% last year.

November 20, 2015 | The Fiscal Times

7 Ways Millennials Are Getting Retirement Saving Wrong

By: Beth Braverman

The transition into financial adulthood hasn’t been easy for millennials. They graduated with student loans into a terrible job market. So, it’s no wonder that retirement took a back burner for many of them while they were underemployed and living in their parents’ basements.

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