Cybersecurity is a growing problem in our digital and interconnected world, and incidents of hacking and downloading of personal information seem to have become commonplace. The most recent incident, involving credit-reporting firm Equifax, stoked widespread concern and outrage in the American pu …
Blog: Fluent in Fiduciary
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New to Medicare? Here’s What’s Important to Know
by Kathy Duffy, on Thursday, August 17th, 2017Are you new to Medicare? If so, there are important things you need to know. Retirement is supposed to be the entry point to the “easy life”—the years when the demands of work decrease and opportunities for relaxation, leisure and free time increase. But many of the decisions retirees have …
Where to Start Taking Control of Your Financial Plan
by Kathy Duffy, on Thursday, July 27th, 2017Taking control of your own financial plan is an important goal. But how do you best accomplish this? And how can a financial planner assist? What financial planners do for a living is obvious from their title: they help people plan for many different aspects of their financial life, from saving a …
Quarterly Review-Q2, 2017
by Kathy Duffy, on Tuesday, July 11th, 2017Sluggish GDP growth was just one of six important financial market events during the 2nd Quarter of 2017. Can you guess the other five? Check your answers in our 2nd Quarter Newsletter. …
What is Best Interest?
by admin, on Wednesday, June 21st, 2017Are you confused about the concept of best interest? If so, you're not alone. Most people assume that the professionals in their life are looking out for their best interest, but this isn't always the case. How can you tell? Our latest video details some important facts you need to know. …