Latest Posts

Talking to Your Heirs About Your Estate Plan

by Brandon Miller on Dec 4, 2017

Estate Plan, Retirement, Wealth

Talking about "the end" is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and legal professionals sometimes leave their heirs out of the conversation.

Have you let your loved ones know a little about your estate plan? This is decidedly a matter of personal preference: you may want to share a great deal of information with them, or you may want to keep most of the details to yourself. Either way, they should know some basics.

The Fiduciary Standard

by Brandon Miller on Dec 1, 2017

Financial Planning, Retirement Planning, Fiduciary

This year, there has been a lot of talk about the Department of Labor (DOL) Fiduciary Rule which was to be initially implemented by the start of 2018, but has been delayed until July 2019. Under this new rule, financial professionals who consult retirement savers will be held to a fiduciary standard of care. In other words, they will have an ethical and legal obligation to always act in a client’s best interest.1,2

How To Find Transparency in Your Financial Relationship

by Brandon Miller on Nov 22, 2017

Financial Planning, Retirement, Fiduciary

Choosing a financial advisor is one of the most important decisions you’ll ever make. After all, this individual or team will have access to your life’s savings — and you have to trust them to guide you toward the future you desire.
But, amidst all the industry hype and jargon, understanding how to identify a true financial ally can be incredibly challenging.
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