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SPECIAL OFFER: Financial Planning for Consumers (FREE)

September 21, 2011 Free Financial Planning for Consumer Households One of our high-quality financial planning RIA-partners has agreed to work with consumer households across the US — to help improve your financial outlook.  Need a FREE consultation?  A second opinion? Financial/Retirement Planning is … Continue reading read more or leave comment

The New Congressional “Super” Committee

September 08, 2011 Today, the newly appointed Congressional “Super-committee” will have their first meeting on ways to reduce our nation’s debt.  Are you aware that some members want to put Medicare benefits & Social Security on the chopping block?  Make your opinion known … Continue reading read more or leave comment

Fiduciary Duty Defined: Are All Advisors Equal?

September 02, 2011 What do you think of when you hear: fiduciary duty.  Here are a few issues to keep in mind… 1) Ensures the advisor or wealth management firm exercises their “best efforts” to act in good faith and in the best … Continue reading read more or leave comment