Solo Aging and the Challenges It Brings

For some seniors in the baby boomer generation aging brings with it new challenges in the form of solo aging. A “solo ager” is a senior who has no children and no younger (or healthier) family members to assist them as they age. As in generations before, baby boomers are living longer and healthier lives [...]

March 5th, 2019|

The Fiduciary Rule. What it is, why it matters, and why the Government will no longer be enforcing it

On March 15, 2018, the Fifth Circuit Court of Appeals ruled that the United States Labor Department acted outside of its authority by creating the fiduciary rule and no longer has authority to enforce this Obama-era protection for retirement savers. The fiduciary rule required financial advisors to act solely in their clients’ best interest as [...]

August 17th, 2018|