Still a Fiduciary After All These Years

Big changes are coming to the financial services world starting on April 10, 2017.  Due to a new regulation from the Department of Labor, anyone giving financial advice on a retirement account, be it an IRA or a workplace 401k, will be required to adhere to a fiduciary standard. What is a Fiduciary? A fiduciary […]

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Texas A&M Voluntary Separation Program

The following post went out as an email to all clients currently working for Texas A&M University. We have received a number of questions about TAMU’s “Voluntary Separation Program”.  Below are some key elements of the program, along with some planning ideas to consider if you are looking to participate. Program Details The summary from […]

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