October is Cybersecurity Awareness Month — a great time to pause and reflect on how much our daily lives now depend on digital tools: smartphones, computers, online banking, Telehealth, email, and social media. But with all that convenience comes risk. The good news is that with a few simple habits, most people can make life online a lot
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As seen in AARP by Bruce Horovitz, October 06, 2025: How to Start Your First Month of Retirement. Our employee Elayne Pisarik says, "Success comes when your finances do not define your happiness. A full life – whether defined by family or other relationships, faith, employment or a combination of all of those – that comes
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As Seen in WSJ | Buy Side Dated 8/19/2025 Written by Molly Grace. Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs. Key takeaways: There are a lot of different terms used to describe financial professionals, which can make it hard to know which
Is your revocable living trust outdated? Review the warning signs below to find out.
A great financial advisor is worth their weight in gold. However, not every financial advisor specializes in retirement-related issues, and that's where retirement advisors come in. A retirement advisor is a financial professional who can help you plan for and manage your retirement. Whether you're late to retirement planning or want another set of eyes to check out your current plan, there's no one quite as capable as a great retirement advisor.
Getting a head start on investing and financial planning can be intimidating for new college graduates, but doing so will pay dividends for their financial health down the road.
Can a person ever serve two masters? Does a fiduciary investment adviser possess the obligation to avoid, rather than just "properly manage," conflicts of interest? When a conflict of interest exists for a fiduciary, full disclosure of the conflict of interest is required (in a manner designed to ensure client understanding), followed by "informed consent." This begs the question … would the client of a fiduciary investment adviser ever provide consent to a proposed action which would be harmful to the client? This gets to the heart of the fiduciary relationship.
The 6% commission, a standard in home purchase transactions, is no more. In a sweeping move expected to dramatically reduce the cost of buying and selling a home, the National Association of Realtors announced Friday a settlement with groups of homesellers, agreeing to end landmark antitrust lawsuits by paying $418 million in damages and eliminating rules on commissions.
In today’s episode with Herb Greenberg, we cover a wide range of topics, starting with Herb’s successful career as a journalist, how he developed a niche in covering red flags on individual companies, how to use his intel to help mitigate risk, and what his top red flags are today, along with much more.
A trust is an instrument of state law; each state’s laws are different, and you are free to choose which “situs” is best for you!
