With regard to a fiduciary standard for my industry, it’s been a long road so I won’t bore you with the historical details. From the lawsuits (see End of “Merrill Lynch”…
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Disposable is a terrible descriptor for excess income. If we’re not careful, the excess income we earn over what we need can become a trap. More often than not, we’re…
Our Depression by Rob Schulz, CFP® April 24, 2012 Instead of the “Great Recession”, I have started calling the downturn of 2008 “Our Depression” because of the significant change in…
