What is Reg BI?

A look at Regulation Best Interest. Provided by Tiffany Valentine, CFP® Vice President and Director of Financial Planning Recently, you may have heard that financial industry regulators established a new set of rules designed to guide investors who work with an...

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2020 Retirement Year

You can attribute those changes to two major pieces of legislation: the Setting Every Community Up for Retirement Enhancement (SECURE) Act, and the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

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