480.248.8980 info@dreamretire.com
DOL Issues Final Version of Fiduciary Rule

DOL Issues Final Version of Fiduciary Rule

The much-anticipated rule change expands the definition of “investment advice” to advice given to consumers and sponsors of retirement plans governed by Erisa.  By Cyril Tuohy |April 23, 2024  The U.S. Department of Labor has released the final version of a new set of...
Vazirani Featured In Financial Times Publication

Vazirani Featured In Financial Times Publication

 Risk Control Indexes Are Multiplying, and So Are Their Critics  Critics of volatility-control indexes for life and annuity products argue that they’re complex, opaque and, in recent years, poor performers.  By Warren S. Hersch| April 10, 2024  Insurers are adding a...
How to Pay for Long-Term Care

How to Pay for Long-Term Care

Most people will need long-term care at some point, but insurance is pricey. Here’s a guide to covering the expenses Unless you maintain your health and mobility for the rest of your life, chances are you’ll eventually need some form of long-term care. Government...