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Fiduciary

Do The Scary Stuff

Elliot S. Weissbluth | Posted 09.06.2016 | Business
Elliot S. Weissbluth

"Do the uncomfortable." This advice came from my mentor at my first "career" job--the man who taught me to be a lawyer. Only he never actually spoke ...

Transparency is Not Enough: Why the Financial Industry Must Embrace Accountability

Elliot S. Weissbluth | Posted 06.28.2016 | Business
Elliot S. Weissbluth

Back in 2013, I called out the financial services industry for being less transparent than the tobacco industry based on a report about the conflicts ...

Why Women are Excellent Investors!

PaladinRegistry.com | Posted 06.20.2016 | Women
PaladinRegistry.com

Women are different than men. As a Certified Financial Planner® this holds true in the investment world. Women are faced with unique challenges as ...

5 Tips for Selecting the Best Financial Adviser

PaladinRegistry.com | Posted 06.03.2016 | Fifty
PaladinRegistry.com

Selecting the best financial adviser may be the most important decision you make for your future financial security. After all, the quality of your ...

3 Things to Ask About Your Savings Before That Epic Summer Trip

Josh Rosenblum | Posted 05.27.2016 | Fifty
Josh Rosenblum

Unofficial summer has arrived along with dreams of great getaways, outdoor concerts, warm weather attire, a new grill, baseball games and other items ...

Financial Crunch for the Sandwich Generation

David Rae | Posted 04.26.2016 | Queer Voices
David Rae

Does caring for aging parents have to dampen your financial future and leave you broke? Here's how good kind sons and daughters can be proactive in he...

Millennials Seeking Millions

David Rae | Posted 04.13.2016 | Business
David Rae

The USA Today article, 'Millennial New Retirement Number? ($1.8 Million or More!)' makes for a sobering wake-up call, particularly for those who are still paying off their student loans.

Why Is Wall Street Fighting Fiduciary Standards for Sales Reps?

PaladinRegistry.com | Posted 04.08.2016 | Business
PaladinRegistry.com

Wall Street firms employ or license hundreds of thousands of sales representatives. Wall Street does not want these reps locked out of the retirement...

Can the Golden Girls Save Women's Retirement?

David Rae | Posted 04.05.2016 | Women
David Rae

Golden Girls Retirement Plan, Part 4? Retirement Is a Women's Issue Pop Quiz: What's better for your bottom line, a dead spouse or an ex-spouse?...

How Much is a Financial Planner Worth?

PaladinRegistry.com | Posted 04.04.2016 | Fifty
PaladinRegistry.com

According to Wikipedia, financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current kn...

Are you Fiscally Fabulous the Gay Way?

David Rae | Posted 03.31.2016 | Queer Voices
David Rae

We all suffer from some status envy, but often those status symbols are merely mirages. They're not real.

Are Your Finances Gay Enough?

David Rae | Posted 03.21.2016 | Queer Voices
David Rae

If your financial advisers are supposed to work as fiduciaries (that is, putting your interests ahead of their own), yet support presidential candidates who want to make us second class citizens again, are they really serving your best interests?

Fiscally Flabulous or Fiscally Fabulous?

David Rae | Posted 03.03.2016 | Business
David Rae

So you've hired a personal trainer, improved your diet and hit up Barry's Boot Camp but still don't look like a member of the U.S. Gymnastics Team? S...

Closing The Loophole That Costs People $17 Billion In Retirement Savings

Nancy LeaMond | Posted 02.26.2016 | Fifty
Nancy LeaMond

If you get advice from a professional like a doctor, a lawyer or a financial professional, you should be able to rely on knowing that it will always be in your best interest. Unfortunately, that is not always the case when it comes to financial advice.

Get the Hell Out(side)

Elliot S. Weissbluth | Posted 02.22.2016 | Business
Elliot S. Weissbluth

In addition to their health benefits, the common theme of these activities is that they demand dedication over time to achieve real growth.

The Rich People's Roth -- Is It Right for You?

David Rae | Posted 02.17.2016 | Queer Voices
David Rae

Even if your financial house is in order and you're on-track with your goals, accounts and investments, cash value life insurance is something worth considering.

5 Ways a Penny Saved Can Equal Big Bucks

David Rae | Posted 02.10.2016 | Queer Voices
David Rae

Fulfilling any meaningful financial goal means saving a lot of pennies, true, but it really can be easier than you think. One of the first tips I give my clients is to look for ways to save money that don't actually require you to cut back.

Financial Planning in the New Year

PaladinRegistry.com | Posted 02.10.2016 | Fifty
PaladinRegistry.com

2015 was an exciting year. If 2016 is anything like 2015 we are in for another great year. The Top 5 financial planning topics were: The Federal R...

Can Blanche Make Your Retirement Sexy?: Golden Girls Retirement Plan, Part 3

David Rae | Posted 02.02.2016 | Queer Voices
David Rae

By pooling their resources as housemates, Golden Girls' hottie-of-a-certain age Blanche Devereaux and her homegirls Dorothy, Rose and Sophia keep on living the good life through retirement.

Dyslexia: Learning Disability or Entrepreneurial Advantage?

Elliot S. Weissbluth | Posted 01.19.2016 | Business
Elliot S. Weissbluth

Having dyslexia doesn't mean you can't learn or be successful, but you may have to go about it a little differently.

Why Your Financial Wellness Matters as Much as Your Health

Elliot S. Weissbluth | Posted 12.16.2015 | Business
Elliot S. Weissbluth

Crossfit, Fitbits, "organic," "gluten-free," "artisanal," "hand-crafted," "farm-to-table" -- we can't get enough! Next year, the health and fitness craze will spread from the gym and the grocery store to our wallets and investment portfolios.

Tax Words to the Wise for LGBT Couples at Year's End

David Rae | Posted 02.02.2016 | Queer Voices
David Rae

Whether you've been together for years or decades (or 10 minutes), 2015 taxes will be the first time many LGBT couples will be filing jointly on their federal and state returns because -- cue the trumpets -- we're married now.

Glad to Be Gay With Money, Where Do You Fit in?

David Rae | Posted 02.02.2016 | Queer Voices
David Rae

Numerous studies report that in general LGBT Americans earn more and carry less debt than the general population. But does this mean we are actually better with money?

When the Questions Matter More Than the Answers

Elliot S. Weissbluth | Posted 11.12.2015 | Business
Elliot S. Weissbluth

The "rear-view" perspective is hard, but very useful. When HighTower was a young startup, we challenged ourselves to approach strategy and decision-making through the lens of an established, successful firm many years in the future looking backwards.

These Democrats Are Doing Wall Street's Bidding

Micah Hauptman | Posted 11.09.2015 | Politics
Micah Hauptman

Most Democrats appear to see through the industry's cynical ploy and fully understand that it is spending these vast sums out of pure self-interest, not out of genuine concern for low- and moderate-income families. However, some Democrats want to stop the rulemaking.