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Lindsay Garland is a regular contributor to Forbes. This article was originally published on Forbes on January 6, 2017. There is a human element to every financial equation. In my years as…
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You met with your attorney. You signed a will, trust, or beneficiary designations that direct your assets in the manner you want. But there’s still one key piece missing –…
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Last year, the Department of Labor issued a mandate stating that all financial professionals who work with retirement plans or give retirement planning advice must begin acting as a “fiduciary”…
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As Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” And if you own your own business or earn income from…
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Last year, the Department of Labor issued a mandate stating that all financial professionals who work with retirement plans or give retirement planning advice must begin acting as a “fiduciary”…
Read More