The Difference Between Fiduciary And Suitability Standards

Comment by Pat Frederiksen – I have always put the client first.  My licensing does not demand this, but it has always been how I do business.  It is called integrity! By Peter Lazaroff Opinions expressed by Forbes Contributors are their own. Today the Department of Labor (DOL) released new rules regarding retirement savings advice, […]

Healthy? You’ll Spend More on Health Care in Retirement

Interesting way of looking at health care costs.  I can help you save for this!  Pat A retiree in good health can be expected to live longer than a smoker or someone with diabetes The healthier you are, the more money you need to save for health care in retirement. That’s the counterintuitive finding of […]

Be smart with that year-end bonus check headed your way

Great ways to use you bonus or refund check-I can help you with this. Pat Annika Cushnie, partner and wealth advisor at Brightworth It’s the most wonderful time of the year, Christmas notwithstanding. Bonus checks will arrive during the next few weeks for hundreds of thousands of executives and managers nationwide. While most have anticipated […]

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