Category Archives: Regulatory issues

Budget Deal Kills File and Suspend Social Security Strategies

At this time of year, I usually like to write to everyone about charitable giving and thankfulness for the blessings that have come our way in 2015. However, if you haven’t already heard, I need to communicate the impact of a recent Congressional budget deal on Social Security claiming strategies. I’ll briefly discuss giving, but […]

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Supporting the Fiduciary Standard: You Can Help, too!

Earlier this year, I shared an announcement regarding Sheryl Garrett’s work on the fiduciary standard. You may remember that she testified in Washington, DC and that President Obama quoted her summary on the topic. Since then, if you did not know, the Department of Labor has proposed a rule that ALL financial advisors providing retirement […]

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