Does the CFP® guarantee my financial advisor is a qualified fiduciary?
Pam Krueger / September 2019 No. By no means does any advisor designation guarantee competency. Nor does it ensure the firm at which the advisor
Five Steps Toward a Financially Secure Retirement
Pam Krueger / July 2019 We all want to be financially secure during retirement. But doing something about it can seem impossible. When we’re struggling to keep up with skyrocketing healthcare costs, runaway college tuitions, mortgage payments, taxes and an endless stream of bills, building a sizeable retirement nest egg seems more of a …
What the New ‘Best Interest’ Rule to Protect Investors Will Do
Pam Krueger / June, 2019 Last week, the Securities and Exchange Commission (SEC) adopted a rule to protect investors from bad brokers. The “Regulation Best
Hello from Pam
Pam Krueger / March, 2019 Thanks for watching our show! It’s been about ten months since the Dept. of Labor’s Fiduciary Rule was killed. That’s