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…

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Hello, 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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