When Should You Claim Your Social Security Benefit?

The three-legged-stool is an old adage depicting the historic inputs for a retirement income stream.  The three legs are Social Security, employer pension, and personal savings.  Today, we are focusing on the Social Security leg.  First, some quick facts from the...

DOL Fiduciary Rule Takes Effect

On June 9, 2017, the Department of Labor’s Fiduciary Rule went into effect. The rule, also known as the Conflict of Interest Rule, expands the fiduciary definition under the Employee Retirement Income Security Act of 1974 (ERISA). In the simplest terms, the DOL...