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Month: November 2019

More for less?

The financial services industry has been changing very rapidly for the last couple of years. The Department of Labor tried (unsuccessfully) to impose a very punitive version of a fiduciary standard on financial advisors who sold investment products inside of Individual Retirement Accounts (IRA’s). Even though that effort was thwarted, this topic has become a political football …

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Financial illiteracy affects the whole community. Let’s do something about it!

The following was just published on upjourney.com. Financial literacy is probably the least recognized educational topic. The education system has ignored this very critical topic for generations due to their commitment to the basics: math, science, literature and history. Here’s why this is so incredibly important: it affects enormous life decisions that can impact the loves of others – …

Financial illiteracy affects the whole community. Let’s do something about it! Read More »

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