What the SEC’s “Advice Rule” Means For You

The SEC is proposing an “advice rule” now that a court has vacated the Department of Labor’s uniform fiduciary standard proposal. What does that mean for investors like you?

Now That’s . . . SMART!

Whether your goal this year is to improve your physical or financial health, this handy mnemonic tool can help you reach it. Find out how to get SMART.

To Be Or Not To Be A Fiduciary?

If you are a loyal Cutter Family Finance reader, you have heard me harp about many things over our years together, but I think the most common topic I have covered over the last year or so has been the Department of Labor’s (DOL) landmark ruling, scheduled to become effective on April 10 this year. […]