This Hot-Potato Rule May Get Delayed. What It Means For Your Retirement

January 9, 2017 CNBC by Tom Anderson The April 10 rollout of the Department of Labor’s contentious fiduciary rule is less than four months away. Republican lawmakers, however, want to wind back the clock. Rep. Joe Wilson, a South Carolina Republican, has introduced a bill that would delay the rule, which requires broker-dealers and financial advisors to provide advice in …

Why it’s important to review workplace benefits in October

October 5, 2016 CNBC by Deborah Nason When it comes to updating benefit packages every October, “most people run for the hills,” said Mark Germain, certified financial planner and founder and CEO of Beacon Wealth Management. “They wait until the last minute and just check off the boxes. And they don’t always seek out advice, because they don’t understand the …