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Asking if a financial advisor is a fiduciary is a good start, but it's incomplete. Learn the only way to ensure your advisor is always working in your best interest.

Consumer protections in the personal finance arena are under threat. Why you can't rely on an advisor claiming to be a "fiduciary."

The decision when to claim Social Security requires careful coordination between tax planning and distribution planning from taxable, tax-deferred and tax-free accounts.

Planning for married couples with a significant age disparity is increasingly common. Navigating the complexities of this can be confusing and mistakes costly.

The transition from living on a paycheck to living off your portfolio can be daunting and requires a different skill set. Making a mistake can derail a lifetime of work.

Fee transparency and value received are the keys to finding an advisor truly focused on financial planning and not product sales.

Several weeks ago our client, “Joe,” walked into a Social Security office to enroll in Medicare. However, over the course of that appointment he was told by an employee, “it’s your money, you’d be silly not to start it.” That casual recommendation could’ve cost Joe roughly $300,000.

One-third of married Americans age 55 and older are currently in a second marriage. While remarriage is common in this age demographic, it often creates what we call the "Brady Bunch" dilemma: how do you ensure your current spouse is financially secure while also guaranteeing that your assets eventually reach your children from a previous marriage?