Say “I Do” to Your Spending Plan
By starting the conversation about finances with your spouse early, you'll hopefully avoid stressful situations down the road. Read more…
Earlier this week, the Department of Labor indicated it will propose new exemptions— focused on certain classes of “clean” mutual fund shares—to its highly contested fiduciary rule.
In this Financial Planning article, Susan Conrad, Director of Retirement Plan Advisors, shares her take on the proposed changes. An excerpt is below, or the article can be found in its entirety here.