Retirement

Last week, the U.S. Department of Labor (DOL) issued a proposal to the Office of Management and Budget (OMB) to further …

Did you miss part I of Jordan’s article? Click here to check it out. In the first part of this piece, we covered the bas…

The rules that govern Social Security can be complex and confusing. While some retirees start collecting benefits as soo…

The word, “fiduciary,” has probably never been spoken as much as it has over the past year. It has been debated in the h…

Editor’s Note: At publication, the U.S. House of Representatives had just released its draft of the American Healt…

This article was co-authored by Paola Ramos, CFP®, a financial advisor based in the Bay Area. The short answer to this q…

A common question from clients — or oftentimes from people at dinner parties — is, “Can I use my IRA money to buy real e…

When you think about your job and its impact on your life, what’s the first thing that comes to mind? I’m willing …

On Friday, February 3, President Trump signed a memorandum directing the United States Secretary of Labor to perform an …

Have a retirement date circled on the calendar for 2017? Click here to review Part I of our planning checklist. Congratu…