(877) 213-SAFE (7233)Retirement Goals
The Fiduciary Standard: What It Means
Recently, the U.S. Department of Labor published the final regulation of what is known as the “Fiduciary Rule,” delaying implementation for 60 days from its scheduled start date. The newly expanded definition of fiduciary investment advice is scheduled to go into effect June 9, 2017.1 The rule holds certain financial professionals to a fiduciary standard…
Read MorePresident Roosevelt’s Influence in Challenging Times Still Resonates
When President Franklin D. Roosevelt was sworn into office in 1933, the United States was mired in the worst financial period of its history. FDR’s election came in the middle of The Great Depression, when unemployment reached 25 percent overall, and as high as 50 percent in some cities and industries. More than 9,000 banks…
Read MoreFinding Work-Life Balance in Pre-retirement
Professional employees in their 50s and 60s are starting to think more strategically about retirement. Not just about how to pay for it, but how they’ll spend their time once they get there. For some, that means they’d like to keep doing what they’re doing — just not quite so much of it. According to…
Read MoreHello, San Diego!
At some point, you will make an important decision: Where to spend the rest of your life. Where to reap the fruits of retirement years is a choice no one takes lightly. No two people’s criteria are exactly the same. Do you want to live off the land? Have home be merely a headquarters for frequent…
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