Life Planning Strategies

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  “Star Trek” premiere and the problem with “fiduciary”

  By Chris Carosa  |  May 17, 2013

  If being a fiduciary is all about building trust, what happens when no one trusts the word fiduciary?

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  Advisors find retirement income planning a challenge

  By Warren S. Hersch  |  May 17, 2013

  Four in 10 financial advisors say having retirement income discussions with clients is very or somewhat challenging.

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  West Virginia files 69 unclaimed property suits

  By Arthur D. Postal  |  May 17, 2013

  Different from those in other states, the suits demand payment of penalties and punitive interest.

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  The full-service fiduciary

  By Ryan Kus  |  May 17, 2013

  Under a fiduciary standard, advisors would do best by selling both investment and insurance products. Are you ready?

• White House mistakes hand Republicans fuel to hit Obama

  By Staff Writer  |  May 16, 2013

  Christmas came early for the Republicans with three White House mistakes.

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  Obama fires IRS commissioner

  By Stephen Ohlemacher  |  May 16, 2013

  President Obama ousted the acting commissioner of the IRS late Wednesday amid an outcry over the improper targeting of tea party groups.

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  IRI Forum speaker: Investors hate the bull market

  By Warren S. Hersch  |  May 16, 2013

  Bull markets normally signify optimism about stock prices and the nation's economic outlook, but many investors today are running scared.

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  Canadians stressed over unexpected expenses

  By Maria Wood  |  May 16, 2013

  The majority of Canadians worry that a major life event, like a disability or death of a spouse, would devastate their finances.

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  Buffett

  By Richard Hoe  |  May 16, 2013

  Why I'm a fan of Berkshire Hathaway.

• Credit rating agencies loosening standards again, in same dynamic that preceded financial crisis

  By Staff Writer  |  May 15, 2013

  History tends to repeat itself repeat itself.